KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$11.9M
3
+$11.8M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$9.67M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$9.3M

Top Sells

1
+$27.3M
2
+$9.85M
3
+$8.94M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$8.78M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$5.65M

Sector Composition

1 Technology 16.52%
2 Consumer Discretionary 7.5%
3 Financials 7.21%
4 Healthcare 7.13%
5 Communication Services 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$337K 0.01%
6,681
+1,330
677
$336K 0.01%
2,624
-1,615
678
$334K 0.01%
+5,350
679
$332K 0.01%
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680
$331K 0.01%
4,705
681
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3,215
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682
$328K 0.01%
1,461
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683
$327K 0.01%
883
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$326K 0.01%
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685
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686
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10,406
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687
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4,844
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688
$323K 0.01%
14,773
-1,081
689
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8,058
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690
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691
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693
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694
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695
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696
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697
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698
$316K 0.01%
6,393
+1,226
699
$315K 0.01%
9,000
700
$313K 0.01%
8,730
-1,905
26 27
28
29 30