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
701
$313K 0.01%
+7,979
702
$313K 0.01%
6,044
-2,096
703
$313K 0.01%
5,982
+427
704
$313K 0.01%
3,853
+903
705
$312K 0.01%
10,765
-300
706
$312K 0.01%
+2,037
707
$311K 0.01%
2,595
+256
708
$309K 0.01%
5,855
+341
709
$309K 0.01%
+11,764
710
$308K 0.01%
9,839
+1,075
711
$308K 0.01%
7,089
+1,247
712
$307K 0.01%
2,322
-3
713
$304K 0.01%
1,333
714
$303K 0.01%
6,686
-38,225
715
$302K 0.01%
810
+165
716
$301K 0.01%
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717
$299K 0.01%
3,091
-55
718
$299K 0.01%
4,086
+1,163
719
$299K 0.01%
+6,988
720
$299K 0.01%
3,186
-521
721
$299K 0.01%
10,863
+1,144
722
$298K 0.01%
846
+135
723
$297K 0.01%
6,553
-12
724
$297K 0.01%
6,404
-903
725
$296K 0.01%
+1,630
27 28
29
30 31