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
151
$1.57M 0.16%
128,736
+18,606
152
$1.57M 0.16%
7,259
-443
153
$1.53M 0.15%
19,400
+6,624
154
$1.48M 0.15%
40,145
+3,042
155
$1.46M 0.15%
15,390
-530
156
$1.46M 0.15%
26,613
+12,215
157
$1.46M 0.15%
52,704
+8,210
158
$1.44M 0.14%
9,895
+8,083
159
$1.43M 0.14%
33,729
+7,570
160
$1.41M 0.14%
4,355
+734
161
$1.4M 0.14%
25,163
+2,593
162
$1.4M 0.14%
20,507
-12,068
163
$1.39M 0.14%
24,555
+1,426
164
$1.38M 0.14%
8,488
-19
165
$1.37M 0.14%
29,951
+14,596
166
$1.36M 0.14%
11,944
+1,772
167
$1.36M 0.14%
7,731
-185
168
$1.34M 0.13%
7,003
+2,259
169
$1.34M 0.13%
34,659
-3,436
170
$1.33M 0.13%
9,423
+573
171
$1.33M 0.13%
6,043
+4,055
172
$1.33M 0.13%
30,491
+1,203
173
$1.32M 0.13%
16,287
+1,736
174
$1.31M 0.13%
22,964
-4,534
175
$1.3M 0.13%
13,559
-113
5 6
7
8 9