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
201
$1.01M 0.1%
8,794
-4,180
202
$1.01M 0.1%
+23,893
203
$1M 0.1%
8,924
+138
204
$1M 0.1%
11,106
-6,170
205
$987K 0.1%
+19,194
206
$982K 0.1%
15,931
+8,487
207
$964K 0.1%
4,958
+2,147
208
$961K 0.1%
15,885
+9,008
209
$956K 0.1%
58,552
-17,876
210
$956K 0.1%
54,516
-1,287
211
$952K 0.1%
15,647
-132
212
$951K 0.1%
52,809
+4,424
213
$930K 0.09%
17,805
+7,005
214
$929K 0.09%
3,979
-2,629
215
$924K 0.09%
30,485
-60,908
216
$924K 0.09%
27,297
-1,108
217
$918K 0.09%
8,287
+5,990
218
$915K 0.09%
+16,605
219
$910K 0.09%
+32,905
220
$908K 0.09%
+5,409
221
$899K 0.09%
60,438
-508
222
$897K 0.09%
19,720
-2,220
223
$873K 0.09%
+31,600
224
$872K 0.09%
14,036
-73
225
$865K 0.09%
8,165
+304
7 8
9
10 11