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
751
$278K 0.01%
4,772
-732
752
$277K 0.01%
1,040
+7
753
$276K 0.01%
10,967
754
$275K 0.01%
9,296
-66
755
$275K 0.01%
1,504
+73
756
$273K 0.01%
6,871
+617
757
$273K 0.01%
8,346
+2,730
758
$272K 0.01%
2,339
+155
759
$272K 0.01%
+9,845
760
$269K 0.01%
5,916
-32
761
$267K 0.01%
2,856
762
$267K 0.01%
7,316
-4,465
763
$266K 0.01%
+12,779
764
$266K 0.01%
+4,264
765
$265K 0.01%
5,340
-1,109
766
$265K 0.01%
+9,230
767
$264K 0.01%
6,822
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768
$261K 0.01%
2,260
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769
$260K 0.01%
11,923
+1,825
770
$260K 0.01%
+17,149
771
$259K 0.01%
+1,493
772
$259K 0.01%
3,265
+217
773
$258K 0.01%
23,093
-5
774
$258K 0.01%
9,785
+50
775
$258K 0.01%
2,260
+5
29 30
31
32 33