KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
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
Technology Select Sector SPDR Fund
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
The Communication Services Select Sector SPDR Fund
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
1
$42M 4.2%
460,388
+15,556
2
$35.5M 3.55%
143,446
+64,544
3
$31.6M 3.16%
155,222
+6,687
4
$29.3M 2.94%
212,760
+27,540
5
$25.7M 2.58%
246,319
+95,746
6
$21.3M 2.13%
180,278
+100,370
7
$17M 1.7%
190,450
+166,140
8
$13.9M 1.39%
55,518
+1,418
9
$12M 1.2%
84,982
+4,172
10
$11.3M 1.13%
624,269
+138,291
11
$9.56M 0.96%
101,665
-1,007
12
$9.49M 0.95%
210,322
+94,278
13
$9.38M 0.94%
39,752
-1,975
14
$8.96M 0.9%
53,534
-6,915
15
$8.78M 0.88%
65,238
+9,680
16
$8.56M 0.86%
142,564
-332
17
$8.18M 0.82%
175,409
-567
18
$8.16M 0.82%
150,924
-49,514
19
$7.83M 0.78%
85,673
+454
20
$7.67M 0.77%
151,701
+74,531
21
$7.67M 0.77%
261,074
+17,450
22
$7.59M 0.76%
24,606
-655
23
$7.3M 0.73%
36,526
-16,278
24
$7.22M 0.72%
160,819
+53,242
25
$7.13M 0.71%
121,574
-26,548
1
2 3 4 5