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
826
$214K 0.01%
+5,673
827
$212K 0.01%
7,025
828
$212K 0.01%
+3,420
829
$211K 0.01%
+321
830
$210K 0.01%
+2,987
831
$209K 0.01%
8,211
-14
832
$209K 0.01%
1,495
-20
833
$209K 0.01%
+8,632
834
$209K 0.01%
51,215
+1,236
835
$208K 0.01%
+29,190
836
$208K 0.01%
1,629
+60
837
$208K 0.01%
2,707
+122
838
$206K 0.01%
4,768
-1,170
839
$204K 0.01%
+2,554
840
$203K 0.01%
+5,890
841
$203K 0.01%
+2,382
842
$202K 0.01%
14,930
843
$202K 0.01%
+6,627
844
$202K 0.01%
10,710
-4,320
845
$202K 0.01%
+1,798
846
$201K 0.01%
4,325
-200
847
$200K 0.01%
2,575
-4,495
848
$196K 0.01%
23,388
+8,497
849
$189K 0.01%
10,599
-786
850
$187K 0.01%
+713
32 33
34
35 36