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
801
$237K 0.01%
6,240
-160
802
$236K 0.01%
2,445
+128
803
$235K 0.01%
3,069
-13
804
$235K 0.01%
889
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805
$232K 0.01%
11,520
+2,728
806
$232K 0.01%
+4,388
807
$231K 0.01%
+4,115
808
$229K 0.01%
1,265
-22
809
$229K 0.01%
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810
$229K 0.01%
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811
$227K 0.01%
3,087
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812
$227K 0.01%
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813
$227K 0.01%
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814
$226K 0.01%
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815
$225K 0.01%
3,835
816
$223K 0.01%
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817
$222K 0.01%
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818
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819
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820
$219K 0.01%
11,866
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12,317
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$218K 0.01%
+5,411
823
$218K 0.01%
3,228
-18,472
824
$217K 0.01%
+2,095
825
$217K 0.01%
+4,223
31 32
33
34 35