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
126
$2.02M 0.2%
65,098
-52,592
127
$1.95M 0.19%
91,509
-2,717
128
$1.94M 0.19%
10,101
+5,264
129
$1.93M 0.19%
61,270
+11,170
130
$1.93M 0.19%
17,729
+6
131
$1.93M 0.19%
24,105
+2,510
132
$1.91M 0.19%
38,768
+680
133
$1.91M 0.19%
27,564
-3,408
134
$1.9M 0.19%
13,864
+10,737
135
$1.85M 0.18%
28,429
-453
136
$1.84M 0.18%
193,920
-1,520
137
$1.84M 0.18%
31,490
+12,572
138
$1.76M 0.18%
9,402
+1,138
139
$1.76M 0.18%
33,970
+4,088
140
$1.73M 0.17%
44,137
-954
141
$1.63M 0.16%
41,119
+2,176
142
$1.63M 0.16%
34,128
-603
143
$1.59M 0.16%
24,148
-785
144
$1.59M 0.16%
4,392
+623
145
$1.58M 0.16%
128,322
-2,100
146
$1.58M 0.16%
254,623
+5,697
147
$1.58M 0.16%
29,990
+55
148
$1.58M 0.16%
44,506
+884
149
$1.57M 0.16%
28,948
+2,092
150
$1.57M 0.16%
31,423
+1,028
4 5
6
7 8