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
851
$185K 0.01%
+10,388
852
$184K 0.01%
10,996
853
$184K 0.01%
12,780
+680
854
$183K 0.01%
15,064
855
$180K 0.01%
+2,302
856
$175K 0.01%
+19,660
857
$174K 0.01%
10,567
-211
858
$171K 0.01%
+6
859
$156K 0.01%
+28,870
860
$150K 0.01%
+1,292
861
$149K 0.01%
17,391
-63,954
862
$138K 0.01%
14,825
863
$137K 0.01%
10,400
-3,000
864
$127K 0.01%
13,422
-386
865
$121K 0.01%
+11,022
866
$118K ﹤0.01%
17,573
-2,027
867
$107K ﹤0.01%
12,310
868
$84K ﹤0.01%
1,224
869
$84K ﹤0.01%
11,540
870
$78K ﹤0.01%
+11,112
871
$77K ﹤0.01%
12,443
-2,123
872
$75K ﹤0.01%
11,530
873
$74K ﹤0.01%
+727
874
$68K ﹤0.01%
24,000
875
$64K ﹤0.01%
37,251
-4,500
33 34
35
36 37