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
201
$2.47M 0.1%
58,670
+1,340
202
$2.47M 0.1%
40,275
+557
203
$2.46M 0.1%
3,092
+6
204
$2.44M 0.1%
58,553
-3,228
205
$2.43M 0.1%
33,646
+2,106
206
$2.43M 0.1%
110,964
-4,847
207
$2.42M 0.1%
97,019
+36,151
208
$2.41M 0.1%
18,051
-2,512
209
$2.41M 0.1%
23,133
+13,890
210
$2.38M 0.1%
30,309
+379
211
$2.37M 0.1%
45,788
-169,484
212
$2.37M 0.1%
32,079
+948
213
$2.36M 0.1%
9,695
214
$2.35M 0.1%
33,118
+1,572
215
$2.34M 0.1%
32,437
+20,322
216
$2.34M 0.1%
25,349
+5,302
217
$2.33M 0.1%
5,659
+239
218
$2.33M 0.1%
77,711
+2,887
219
$2.32M 0.1%
45,744
+8,601
220
$2.31M 0.1%
17,042
+1,496
221
$2.31M 0.1%
11,941
+1,714
222
$2.28M 0.09%
20,563
+4,736
223
$2.26M 0.09%
15,500
+7,862
224
$2.24M 0.09%
42,126
+1,671
225
$2.21M 0.09%
39,568
+2,212
7 8
9
10 11