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
76
$7M 0.29%
14,678
+789
77
$6.99M 0.29%
118,438
+38,306
78
$6.91M 0.29%
90,995
+19,812
79
$6.91M 0.29%
27,413
+6,022
80
$6.81M 0.28%
113,885
+2,009
81
$6.78M 0.28%
52,676
+8,105
82
$6.77M 0.28%
160,588
+3,992
83
$6.71M 0.28%
133,309
+3,889
84
$6.48M 0.27%
333,504
-20,708
85
$6.4M 0.27%
140,293
-1,346
86
$6.37M 0.27%
34,834
+1,747
87
$6.31M 0.26%
30,244
+71
88
$6.23M 0.26%
245,565
+1,306
89
$6.15M 0.26%
20,564
+3,573
90
$6.13M 0.26%
26,479
+545
91
$6.01M 0.25%
28,046
+3,934
92
$6.01M 0.25%
18,729
+2,050
93
$5.97M 0.25%
163,663
+17,515
94
$5.96M 0.25%
49,556
+2,486
95
$5.87M 0.24%
51,259
+18,330
96
$5.85M 0.24%
83,741
+6,047
97
$5.79M 0.24%
102,300
-7,985
98
$5.59M 0.23%
109,550
+7,325
99
$5.53M 0.23%
15,556
+6
100
$5.28M 0.22%
40,878
+8,788
2 3
4
5 6