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
176
$3.06M 0.13%
18,772
+425
177
$3.04M 0.13%
77,943
+2,451
178
$3.02M 0.13%
63,068
+926
179
$2.97M 0.12%
34,149
-160
180
$2.95M 0.12%
44,539
-2,214
181
$2.94M 0.12%
20,469
+3,034
182
$2.87M 0.12%
9,636
+354
183
$2.84M 0.12%
57,446
-7,290
184
$2.79M 0.12%
15,914
185
$2.75M 0.11%
16,502
+3,211
186
$2.75M 0.11%
101,254
+6,615
187
$2.73M 0.11%
16,250
+2,558
188
$2.72M 0.11%
26,940
+7
189
$2.72M 0.11%
68,794
+38,017
190
$2.67M 0.11%
23,216
-60
191
$2.66M 0.11%
67,514
-7,335
192
$2.64M 0.11%
95,216
+2,510
193
$2.63M 0.11%
6,804
+81
194
$2.63M 0.11%
11,645
-532
195
$2.62M 0.11%
24,991
-52
196
$2.58M 0.11%
23,828
+2,112
197
$2.58M 0.11%
36,029
-508
198
$2.57M 0.11%
53,775
+7,830
199
$2.48M 0.1%
9,877
+418
200
$2.48M 0.1%
115,960
-3,009
6 7
8
9 10