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
951
– –
-19,668
952
– –
-17,148
953
– –
-2,198
954
– –
-16,750
955
– –
-2,851
956
– –
-16,342
957
– –
-25,227
958
– –
-10,324
959
– –
-1,440
960
– –
-46,673
961
– –
-10,000
962
– –
-13,550
963
– –
-16,331
964
– –
-19,401
965
– –
-58,815
966
– –
-30,554
967
– –
-8,244
968
– –
-53,818
969
– –
-11,144
970
– –
-5,429
971
– –
-107,324
35 36 37 38
39