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
126
$4.27M 0.18%
20,502
-6,572
127
$4.21M 0.18%
175,125
+11,207
128
$4.17M 0.17%
17,087
+129
129
$4.14M 0.17%
51,167
-6,675
130
$4.12M 0.17%
38,975
+10,339
131
$4.12M 0.17%
92,649
+2,039
132
$4.12M 0.17%
29,900
+620
133
$4M 0.17%
71,168
+3,706
134
$3.99M 0.17%
214,966
-11,345
135
$3.94M 0.16%
12,883
-44
136
$3.93M 0.16%
8,575
+251
137
$3.89M 0.16%
81,153
-493
138
$3.88M 0.16%
14,030
+597
139
$3.79M 0.16%
32,787
+6,778
140
$3.75M 0.16%
61,829
+6,537
141
$3.74M 0.16%
42,728
-5,462
142
$3.72M 0.16%
58,935
-25
143
$3.71M 0.15%
40,287
+11,976
144
$3.69M 0.15%
99,517
+34,634
145
$3.69M 0.15%
13,583
+4,781
146
$3.69M 0.15%
77,801
+1,757
147
$3.68M 0.15%
76,338
+480
148
$3.65M 0.15%
104,724
-14,079
149
$3.6M 0.15%
34,927
+3,722
150
$3.59M 0.15%
5,641
+335
4 5
6
7 8