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
201
$1.17M 0.1%
21,105
+16,605
202
$1.16M 0.1%
19,552
+18,371
203
$1.16M 0.1%
6,013
-41
204
$1.15M 0.1%
+6,362
205
$1.13M 0.1%
5,603
+1,453
206
$1.11M 0.1%
5,753
+795
207
$1.11M 0.1%
28,258
+12,918
208
$1.1M 0.1%
9,460
+666
209
$1.09M 0.1%
3,275
+254
210
$1.09M 0.1%
+6,706
211
$1.09M 0.1%
4,983
+2,508
212
$1.05M 0.09%
36,615
+7,070
213
$1.05M 0.09%
11,072
-34
214
$1.05M 0.09%
27,338
+12,873
215
$1.05M 0.09%
16,555
+2,242
216
$1.03M 0.09%
11,235
+3,765
217
$1.02M 0.09%
7,673
+3,194
218
$1.02M 0.09%
19,530
+336
219
$1.02M 0.09%
11,040
+1,160
220
$1.01M 0.09%
9,696
-3,863
221
$1M 0.09%
6,802
-1,110
222
$998K 0.09%
30,069
+2,772
223
$993K 0.09%
17,192
+820
224
$993K 0.09%
24,649
+13,660
225
$987K 0.09%
20,973
+8,486
7 8
9
10 11