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
$2.27B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$13.4M
3
+$11M
4
LLY icon
Eli Lilly
LLY
+$10.9M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$9.11M

Top Sells

1
+$14.4M
2
+$13.1M
3
+$12.2M
4
DGL
Invesco DB Gold Fund
DGL
+$9.37M
5
JPM icon
JPMorgan Chase
JPM
+$9.27M

Sector Composition

1 Technology 16.44%
2 Healthcare 7.61%
3 Financials 6.66%
4 Consumer Discretionary 5.98%
5 Consumer Staples 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.16M 0.1%
+42,219
227
$2.16M 0.1%
46,310
-7,465
228
$2.15M 0.09%
15,954
-548
229
$2.14M 0.09%
8,854
-4,729
230
$2.14M 0.09%
26,787
+8,212
231
$2.13M 0.09%
29,918
-391
232
$2.13M 0.09%
58,472
-9,042
233
$2.08M 0.09%
40,777
-1,349
234
$2.08M 0.09%
32,595
+15,848
235
$2.07M 0.09%
43,113
+785
236
$2.05M 0.09%
5,901
+893
237
$2.05M 0.09%
13,844
+58
238
$2.02M 0.09%
25,700
+4,804
239
$2.02M 0.09%
19,393
+5,965
240
$2.02M 0.09%
22,869
-138,887
241
$1.99M 0.09%
40,638
+16,622
242
$1.99M 0.09%
28,427
+624
243
$1.99M 0.09%
8,629
-1,248
244
$1.98M 0.09%
8,344
-11
245
$1.98M 0.09%
28,948
+192
246
$1.98M 0.09%
+31,817
247
$1.96M 0.09%
+33,106
248
$1.93M 0.09%
+61,570
249
$1.9M 0.08%
+37,380
250
$1.86M 0.08%
28,028
+7,805
8 9
10
11 12