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
$999M
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$14.9M
3
+$11.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$4.25M

Top Sells

1
+$4.72M
2
+$4.5M
3
+$3.26M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.68M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.63M

Sector Composition

1 Technology 13.69%
2 Healthcare 7.64%
3 Consumer Discretionary 7.61%
4 Financials 5.9%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.27M 0.33%
258,008
-354,208
77
$3.27M 0.33%
87,077
+816
78
$3.26M 0.33%
27,288
-1,241
79
$3.26M 0.33%
69,453
+12,259
80
$3.19M 0.32%
52,663
+13,346
81
$3.18M 0.32%
32,347
+4,758
82
$3.07M 0.31%
86,305
-3,465
83
$3.03M 0.3%
68,651
-16,471
84
$2.99M 0.3%
19,047
+2,459
85
$2.97M 0.3%
30,265
-3,279
86
$2.89M 0.29%
16,959
+625
87
$2.88M 0.29%
64,477
-32,195
88
$2.84M 0.28%
+107,460
89
$2.83M 0.28%
109,335
-67,760
90
$2.8M 0.28%
9,875
+6,136
91
$2.74M 0.27%
79,055
+32,406
92
$2.73M 0.27%
97,122
-920
93
$2.71M 0.27%
32,665
+1,680
94
$2.7M 0.27%
14,988
-1,896
95
$2.67M 0.27%
120,010
+10,420
96
$2.62M 0.26%
18,309
+7,908
97
$2.53M 0.25%
59,005
+5,694
98
$2.51M 0.25%
23,874
+50
99
$2.5M 0.25%
+24,606
100
$2.5M 0.25%
62,628
+3,153
2 3
4
5 6