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
151
$1.72M 0.15%
34,284
+2,861
152
$1.71M 0.15%
115,767
+68,259
153
$1.69M 0.15%
36,716
-173,606
154
$1.67M 0.15%
24,550
+402
155
$1.61M 0.14%
27,591
-838
156
$1.59M 0.14%
10,120
+1,575
157
$1.59M 0.14%
15,550
+160
158
$1.59M 0.14%
29,226
+278
159
$1.59M 0.14%
15,058
+2,687
160
$1.58M 0.14%
31,236
-120,465
161
$1.57M 0.14%
18,198
-1,202
162
$1.56M 0.14%
16,116
-3,973
163
$1.55M 0.14%
29,221
-769
164
$1.54M 0.14%
65,469
-36,908
165
$1.53M 0.14%
16,662
+2,319
166
$1.53M 0.14%
26,428
+5,648
167
$1.5M 0.13%
6,922
-81
168
$1.48M 0.13%
12,915
+971
169
$1.47M 0.13%
6,459
+307
170
$1.42M 0.13%
12,739
-850
171
$1.42M 0.13%
+50,351
172
$1.41M 0.13%
7,069
+1,756
173
$1.41M 0.13%
20,058
-449
174
$1.38M 0.12%
24,821
-342
175
$1.38M 0.12%
8,255
-233
5 6
7
8 9