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
$1.12B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$6.2M
3
+$5.74M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.82M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$4.33M

Top Sells

1
+$14.6M
2
+$13.5M
3
+$9.7M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$7.99M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$6.67M

Sector Composition

1 Technology 14.33%
2 Consumer Discretionary 8.69%
3 Healthcare 7.73%
4 Financials 6.35%
5 Industrials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.1M 0.46%
101,023
+7,841
52
$5.08M 0.46%
63,706
+5,555
53
$5M 0.45%
166,964
+161,008
54
$5M 0.45%
115,217
-7,484
55
$4.99M 0.45%
29,949
-150
56
$4.98M 0.45%
47,915
-2,718
57
$4.96M 0.44%
44,948
+25,649
58
$4.89M 0.44%
14,549
+437
59
$4.7M 0.42%
33,846
+6,558
60
$4.59M 0.41%
99,284
-5,763
61
$4.52M 0.4%
57,094
+643
62
$4.48M 0.4%
53,671
-3,111
63
$4.47M 0.4%
70,138
+17,475
64
$4.45M 0.4%
80,800
-12,500
65
$4.38M 0.39%
45,201
-638
66
$4.35M 0.39%
73,128
+914
67
$4.14M 0.37%
50,000
68
$4.13M 0.37%
160,584
-5,348
69
$4.11M 0.37%
79,297
+9,206
70
$4.06M 0.36%
34,401
+25,477
71
$3.81M 0.34%
63,163
+911
72
$3.8M 0.34%
64,391
-7,852
73
$3.76M 0.34%
43,458
-9,621
74
$3.68M 0.33%
78,709
+9,256
75
$3.64M 0.33%
22,121
-550
1 2
3
4 5