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
$999M
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$14.9M
3
+$11.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$4.25M

Top Sells

1
+$4.72M
2
+$4.5M
3
+$3.26M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.68M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.63M

Sector Composition

1 Technology 13.69%
2 Healthcare 7.64%
3 Consumer Discretionary 7.61%
4 Financials 5.9%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.6M 0.46%
53,079
+10,524
52
$4.5M 0.45%
18,638
-55
53
$4.47M 0.45%
24,209
+281
54
$4.44M 0.44%
10,190
+981
55
$4.41M 0.44%
58,151
-1,521
56
$4.37M 0.44%
14,112
+1,243
57
$4.33M 0.43%
47,470
+4,174
58
$4.28M 0.43%
165,932
+16,108
59
$4.24M 0.42%
59,800
-1,020
60
$4.24M 0.42%
33,354
-2,528
61
$4.19M 0.42%
70,091
+7,521
62
$4.17M 0.42%
56,451
+26,996
63
$4.1M 0.41%
72,243
+7,631
64
$4.09M 0.41%
105,047
+3,800
65
$4.02M 0.4%
45,839
-3,818
66
$3.98M 0.4%
72,214
-10,926
67
$3.87M 0.39%
28,657
-3,446
68
$3.75M 0.38%
50,000
69
$3.75M 0.38%
12,368
+1,755
70
$3.66M 0.37%
62,252
+22,186
71
$3.59M 0.36%
24,123
-562
72
$3.45M 0.35%
24,112
+19,383
73
$3.38M 0.34%
68,891
+11,975
74
$3.36M 0.34%
+100,908
75
$3.28M 0.33%
22,671
-1,365
1 2
3
4 5