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
251
$1.82M 0.08%
3,269
-4,357
252
$1.81M 0.08%
38,488
+1,011
253
$1.79M 0.08%
31,270
+24,584
254
$1.79M 0.08%
35,907
+23,103
255
$1.78M 0.08%
46,348
-448
256
$1.78M 0.08%
17,900
+14,685
257
$1.78M 0.08%
+3,744
258
$1.76M 0.08%
16,938
-2,676
259
$1.75M 0.08%
+89,964
260
$1.74M 0.08%
15,957
-4,512
261
$1.74M 0.08%
33,705
-28,314
262
$1.74M 0.08%
8,118
+4,108
263
$1.72M 0.08%
8,198
-464
264
$1.71M 0.08%
4,672
+2,529
265
$1.71M 0.08%
36,457
-32,337
266
$1.7M 0.07%
61,449
-35,570
267
$1.69M 0.07%
+21,387
268
$1.67M 0.07%
23,215
+1,604
269
$1.67M 0.07%
99,002
+13,496
270
$1.66M 0.07%
12,560
-222
271
$1.65M 0.07%
15,046
+1,437
272
$1.65M 0.07%
35,123
+23,885
273
$1.64M 0.07%
25,286
-2,565
274
$1.64M 0.07%
37,387
+29
275
$1.64M 0.07%
3,948
+286
9 10
11
12 13