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
$1.12B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$6.2M
3
+$5.74M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.82M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$4.33M

Top Sells

1
+$14.6M
2
+$13.5M
3
+$9.7M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$7.99M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$6.67M

Sector Composition

1 Technology 14.33%
2 Consumer Discretionary 8.69%
3 Healthcare 7.73%
4 Financials 6.35%
5 Industrials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.64M 0.33%
77,973
+15,345
77
$3.53M 0.32%
261,120
+67,200
78
$3.5M 0.31%
243,384
-14,624
79
$3.47M 0.31%
100,955
+36,478
80
$3.4M 0.3%
78,681
+37,562
81
$3.39M 0.3%
24,322
+199
82
$3.39M 0.3%
38,710
+6,363
83
$3.39M 0.3%
57,620
-43,288
84
$3.31M 0.3%
86,958
-119
85
$3.26M 0.29%
35,315
+27,442
86
$3.26M 0.29%
19,576
+81
87
$3.18M 0.29%
63,566
-5,325
88
$3.08M 0.28%
54,466
-14,185
89
$3.08M 0.28%
14,754
-234
90
$3M 0.27%
81,020
-5,285
91
$2.99M 0.27%
110,807
+3,347
92
$2.98M 0.27%
54,158
+27,545
93
$2.91M 0.26%
13,673
+1,914
94
$2.87M 0.26%
24,344
+1,950
95
$2.86M 0.26%
19,068
+759
96
$2.82M 0.25%
12,472
+1,653
97
$2.78M 0.25%
79,922
+14,824
98
$2.73M 0.24%
96,535
-12,800
99
$2.73M 0.24%
8,768
+1,177
100
$2.71M 0.24%
8,011
+3,656
2 3
4
5 6