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
51
$9.55M 0.4%
54,322
+523
52
$9.52M 0.4%
36,842
+562
53
$9.52M 0.4%
42,296
+1,739
54
$9.32M 0.39%
10,179
+90
55
$9.15M 0.38%
48,567
+366
56
$8.87M 0.37%
54,242
-358
57
$8.74M 0.36%
208,190
+12,317
58
$8.69M 0.36%
74,884
+6,897
59
$8.54M 0.36%
49,937
+3,549
60
$8.5M 0.35%
62,290
+156
61
$8.46M 0.35%
140,510
+8,720
62
$8.32M 0.35%
117,084
+4,920
63
$8.19M 0.34%
100,434
+3,787
64
$8.08M 0.34%
38,755
+637
65
$7.91M 0.33%
19,072
+3,093
66
$7.85M 0.33%
66,856
+8,157
67
$7.52M 0.31%
113,070
+2,180
68
$7.46M 0.31%
69,410
-1,868
69
$7.46M 0.31%
44,393
+2,175
70
$7.43M 0.31%
111,849
+23,767
71
$7.19M 0.3%
32,341
+1,767
72
$7.18M 0.3%
69,405
+1,796
73
$7.06M 0.29%
85,134
-2,233
74
$7.03M 0.29%
26,228
+331
75
$7.03M 0.29%
52,368
+3,120
1 2
3
4 5