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
176
$1.37M 0.12%
9,304
-119
177
$1.37M 0.12%
41,148
-23,822
178
$1.36M 0.12%
22,636
-328
179
$1.35M 0.12%
12,239
+3,952
180
$1.35M 0.12%
10,093
+2,116
181
$1.35M 0.12%
22,120
+12,666
182
$1.34M 0.12%
30,759
+268
183
$1.34M 0.12%
34,743
-9,763
184
$1.34M 0.12%
19,471
+3,586
185
$1.33M 0.12%
26,646
-133,524
186
$1.32M 0.12%
42,898
+6,608
187
$1.32M 0.12%
12,634
+1,099
188
$1.31M 0.12%
7,902
+1,985
189
$1.3M 0.12%
5,884
+2,155
190
$1.29M 0.12%
31,662
-2,997
191
$1.29M 0.12%
46,351
+14,751
192
$1.27M 0.11%
154,014
+69,712
193
$1.26M 0.11%
15,010
+839
194
$1.25M 0.11%
9,985
195
$1.24M 0.11%
65,104
+3,901
196
$1.24M 0.11%
23,658
-897
197
$1.22M 0.11%
22,167
+5,562
198
$1.22M 0.11%
22,221
+71
199
$1.22M 0.11%
90,432
-37,890
200
$1.17M 0.1%
14,831
-1,456
6 7
8
9 10