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
176
$1.29M 0.13%
20,894
-3,807
177
$1.27M 0.13%
60,584
+17,512
178
$1.26M 0.13%
14,343
+5,744
179
$1.24M 0.12%
6,152
+132
180
$1.24M 0.12%
17,205
+765
181
$1.24M 0.12%
12,371
+10,845
182
$1.24M 0.12%
91,243
+49,514
183
$1.22M 0.12%
49,525
+27,759
184
$1.22M 0.12%
61,203
-15,174
185
$1.16M 0.12%
14,171
+2,361
186
$1.16M 0.12%
20,504
+3,772
187
$1.15M 0.12%
11,535
+440
188
$1.12M 0.11%
9,985
-1,123
189
$1.1M 0.11%
14,313
+1,819
190
$1.09M 0.11%
22,150
+25
191
$1.09M 0.11%
36,290
+4,072
192
$1.09M 0.11%
18,112
+2,161
193
$1.08M 0.11%
5,917
+1,254
194
$1.08M 0.11%
21,195
+1,813
195
$1.06M 0.11%
6,054
+256
196
$1.06M 0.11%
5,313
-1,316
197
$1.04M 0.1%
20,780
+12,150
198
$1.04M 0.1%
7,977
+314
199
$1.04M 0.1%
7,912
+4,814
200
$1.02M 0.1%
8,545
-1,954
6 7
8
9 10