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
126
$2.21M 0.2%
8,803
-599
127
$2.18M 0.2%
39,196
-6,859
128
$2.15M 0.19%
45,661
+15,710
129
$2.11M 0.19%
235,495
+18,575
130
$2.1M 0.19%
40,668
+6,698
131
$2.1M 0.19%
29,116
-27,087
132
$2.08M 0.19%
32,836
+1,346
133
$2.07M 0.19%
40,006
+9,325
134
$2.05M 0.18%
43,479
+29,283
135
$2.02M 0.18%
93,675
+2,166
136
$2M 0.18%
14,456
-1,050
137
$1.98M 0.18%
24,378
-166,072
138
$1.98M 0.18%
8,169
-180
139
$1.94M 0.17%
4,402
+10
140
$1.9M 0.17%
31,698
+13,586
141
$1.89M 0.17%
20,102
-27,368
142
$1.88M 0.17%
16,029
-1,700
143
$1.88M 0.17%
51,520
-27,535
144
$1.85M 0.17%
51,684
+11,539
145
$1.82M 0.16%
77,507
-7,190
146
$1.81M 0.16%
+72,067
147
$1.79M 0.16%
8,378
+647
148
$1.74M 0.16%
+14,315
149
$1.74M 0.16%
263,593
+8,970
150
$1.74M 0.16%
34,428
+300
4 5
6
7 8