KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
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
+$16.8M
2
+$10.9M
3
+$10.6M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$9.07M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$8.97M

Top Sells

1
+$27.4M
2
+$9.49M
3
+$8.82M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$8.15M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$5.64M

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
876
$61K ﹤0.01%
11,560
877
$60K ﹤0.01%
1,275
+442
878
$52K ﹤0.01%
+400
879
$46K ﹤0.01%
1,000
880
$34K ﹤0.01%
19,000
881
$33K ﹤0.01%
22,200
+7,050
882
$28K ﹤0.01%
13,578
883
$15K ﹤0.01%
10,440
884
$13K ﹤0.01%
11,000
885
$12K ﹤0.01%
+80
886
$10K ﹤0.01%
1,724
+260
887
– –
-14,967
888
– –
-14,276
889
– –
-10,959
890
– –
-11,041
891
– –
-5,311
892
– –
-3,946
893
– –
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894
– –
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895
– –
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896
– –
-7,928
897
– –
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898
– –
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899
– –
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900
– –
-7,129
34 35
36
37 38