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
$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
Energy Select Sector SPDR Fund
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
1
$52.1M 4.66%
449,521
-10,867
2
$37.9M 3.39%
320,958
+140,680
3
$34.7M 3.11%
165,028
+9,806
4
$34.4M 3.08%
218,800
+6,040
5
$30.2M 2.7%
108,550
-34,896
6
$16.3M 1.46%
58,799
+3,281
7
$15.9M 1.42%
857,662
+233,393
8
$14.2M 1.27%
121,340
-124,979
9
$12.7M 1.14%
85,287
+305
10
$12.1M 1.08%
125,806
+24,141
11
$12.1M 1.08%
68,308
+14,774
12
$11.9M 1.07%
88,663
+23,425
13
$10.7M 0.96%
42,091
+2,339
14
$10.2M 0.92%
30,577
+5,971
15
$10.2M 0.91%
346,536
+85,462
16
$9.78M 0.88%
140,964
-1,600
17
$9.48M 0.85%
36,180
+8,710
18
$9.28M 0.83%
85,284
-389
19
$9.09M 0.81%
46,141
+11,946
20
$8.51M 0.76%
271,358
+69,955
21
$7.85M 0.7%
39,233
+12,489
22
$7.57M 0.68%
72,585
+24,905
23
$7.55M 0.68%
117,776
-3,798
24
$7.36M 0.66%
85,657
+6,085
25
$7.33M 0.66%
14,950
+4,760
1
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