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
101
$2.49M 0.25%
102,377
+49,427
102
$2.44M 0.24%
36,362
+17,678
103
$2.4M 0.24%
63,724
-3,010
104
$2.33M 0.23%
46,055
+2,899
105
$2.32M 0.23%
10,819
-726
106
$2.32M 0.23%
+65,336
107
$2.32M 0.23%
15,506
+7,292
108
$2.24M 0.22%
7,591
-1,723
109
$2.24M 0.22%
25,331
+1,360
110
$2.21M 0.22%
30,681
-637
111
$2.17M 0.22%
216,920
+105,167
112
$2.17M 0.22%
84,697
+26,816
113
$2.17M 0.22%
19,495
+1,649
114
$2.16M 0.22%
101,281
+15,322
115
$2.16M 0.22%
8,349
-1,083
116
$2.15M 0.22%
30,460
+11,680
117
$2.14M 0.21%
64,970
-143,373
118
$2.14M 0.21%
19,299
+726
119
$2.11M 0.21%
88,691
+15,477
120
$2.1M 0.21%
11,759
+3,691
121
$2.09M 0.21%
75,557
+2,061
122
$2.08M 0.21%
46,497
+1,793
123
$2.07M 0.21%
7,013
-38
124
$2.04M 0.2%
22,394
-2,339
125
$2.02M 0.2%
20,089
+3,290
3 4
5
6 7