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
101
$2.71M 0.24%
96,648
-474
102
$2.71M 0.24%
18,915
+1,710
103
$2.66M 0.24%
+59,511
104
$2.65M 0.24%
31,886
-779
105
$2.63M 0.24%
111,880
-8,130
106
$2.6M 0.23%
13,180
+3,079
107
$2.58M 0.23%
58,719
-286
108
$2.57M 0.23%
23,393
-481
109
$2.56M 0.23%
64,421
+697
110
$2.52M 0.23%
8,582
+1,323
111
$2.51M 0.22%
8,158
-1,717
112
$2.48M 0.22%
65,841
+505
113
$2.45M 0.22%
41,311
-109,613
114
$2.44M 0.22%
43,796
+5,028
115
$2.43M 0.22%
12,922
-4,037
116
$2.38M 0.21%
7,045
+32
117
$2.37M 0.21%
64,990
+3,720
118
$2.3M 0.21%
31,956
-4,406
119
$2.3M 0.21%
31,280
+820
120
$2.29M 0.2%
46,326
-171
121
$2.26M 0.2%
28,294
+730
122
$2.26M 0.2%
58,409
+14,272
123
$2.25M 0.2%
25,439
+1,334
124
$2.21M 0.2%
91,910
+3,219
125
$2.21M 0.2%
25,085
-246
3 4
5
6 7