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
101
$5.26M 0.22%
101,302
+3,194
102
$5.23M 0.22%
21,217
+96
103
$5.23M 0.22%
163,133
+10,396
104
$5.18M 0.22%
55,774
+1,890
105
$5.14M 0.21%
16,893
+440
106
$5.09M 0.21%
19,917
+18,011
107
$5.06M 0.21%
86,406
-18,987
108
$5.03M 0.21%
24,961
+2,459
109
$4.96M 0.21%
54,459
-187
110
$4.95M 0.21%
7,626
+252
111
$4.91M 0.2%
19,330
+996
112
$4.84M 0.2%
9,645
-1,056
113
$4.82M 0.2%
13,412
-227
114
$4.76M 0.2%
16,261
+2,595
115
$4.69M 0.2%
91,106
-27,992
116
$4.63M 0.19%
60,408
+970
117
$4.63M 0.19%
17,305
+2,807
118
$4.59M 0.19%
91,855
-3,097
119
$4.53M 0.19%
221,104
-752
120
$4.46M 0.19%
17,104
+5,101
121
$4.45M 0.19%
45,790
-867
122
$4.43M 0.18%
31,001
+1,343
123
$4.38M 0.18%
51,646
+1,967
124
$4.33M 0.18%
1,806
+337
125
$4.29M 0.18%
70,066
+2,842
3 4
5
6 7