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
$2.3B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
921
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$26.4M
3
+$21.2M
4
DGL
Invesco DB Gold Fund
DGL
+$14.6M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$13.5M

Top Sells

1
+$47M
2
+$21.4M
3
+$17.8M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$13.2M
5
NVDA icon
NVIDIA
NVDA
+$9.66M

Sector Composition

1 Technology 11.13%
2 Healthcare 6.81%
3 Financials 6.11%
4 Consumer Discretionary 6.03%
5 Consumer Staples 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.17M 0.09%
55,671
-4,194
227
$2.16M 0.09%
21,440
-463
228
$2.14M 0.09%
111,612
-3,715
229
$2.13M 0.09%
22,385
-2,172
230
$2.09M 0.09%
46,524
+1,475
231
$2.06M 0.09%
37,313
+1,542
232
$2.05M 0.09%
20,424
-4,113
233
$2.03M 0.09%
78,308
-11,848
234
$2.01M 0.09%
4,291
-26
235
$2.01M 0.09%
43,072
-725
236
$2.01M 0.09%
26,889
-124
237
$2M 0.09%
47,700
-2,480
238
$1.97M 0.09%
6,047
+1,546
239
$1.93M 0.08%
14,197
-157,888
240
$1.92M 0.08%
25,567
-7,583
241
$1.89M 0.08%
9,264
+1,162
242
$1.88M 0.08%
8,117
-13
243
$1.86M 0.08%
36,813
-3,151
244
$1.83M 0.08%
10,919
+753
245
$1.82M 0.08%
41,508
-3,587
246
$1.82M 0.08%
73,879
+41,666
247
$1.78M 0.08%
58,860
-400
248
$1.78M 0.08%
18,399
-5,164
249
$1.74M 0.08%
11,867
-877
250
$1.73M 0.08%
17,805
+1,760
8 9
10
11 12