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
$418M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.49M
3
+$4.25M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$4.22M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.3M

Top Sells

1
+$5.81M
2
+$4.72M
3
+$4.69M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$4.55M
5
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$2.82M

Sector Composition

1 Technology 9.62%
2 Financials 7.31%
3 Industrials 6.77%
4 Healthcare 6.57%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$471K 0.11%
9,707
-58,180
202
$450K 0.11%
222
+25
203
$449K 0.11%
10,365
+8
204
$448K 0.11%
2,831
+35
205
$448K 0.11%
6,199
+1,227
206
$447K 0.11%
1,912
-20
207
$445K 0.11%
13,302
-18
208
$438K 0.1%
4,376
209
$435K 0.1%
10,284
-234
210
$435K 0.1%
6,078
-344
211
$428K 0.1%
8,231
+3,065
212
$425K 0.1%
14,092
-7,203
213
$423K 0.1%
6,195
+1
214
$421K 0.1%
21,019
+634
215
$418K 0.1%
5,186
216
$417K 0.1%
2,044
+5
217
$416K 0.1%
9,175
218
$415K 0.1%
+13,259
219
$414K 0.1%
7,231
220
$414K 0.1%
8,077
-328
221
$411K 0.1%
8,038
+91
222
$409K 0.1%
2,194
+5
223
$409K 0.1%
14,866
-29
224
$406K 0.1%
8,850
-500
225
$404K 0.1%
4,753
-1,790
7 8
9
10 11