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
726
$295K 0.01%
16,650
+250
727
$294K 0.01%
709
-2
728
$294K 0.01%
1,314
+130
729
$293K 0.01%
3,897
-67
730
$291K 0.01%
1,954
-65
731
$291K 0.01%
12,719
+529
732
$291K 0.01%
3,763
-153
733
$290K 0.01%
12,780
-143
734
$288K 0.01%
802
735
$287K 0.01%
+1,130
736
$286K 0.01%
2,602
-61
737
$285K 0.01%
+9,366
738
$285K 0.01%
1,413
-6,864
739
$285K 0.01%
6,564
+1,282
740
$284K 0.01%
5,975
-1,000
741
$284K 0.01%
1,537
-674
742
$282K 0.01%
2,959
-265
743
$282K 0.01%
5,726
-5,753
744
$280K 0.01%
5,130
745
$279K 0.01%
3,796
+680
746
$279K 0.01%
1,095
+63
747
$278K 0.01%
2,380
748
$278K 0.01%
4,174
749
$278K 0.01%
20,142
+500
750
$278K 0.01%
15,483
+213
28 29
30
31 32