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
251
$1.73M 0.08%
46,268
-2,973
252
$1.72M 0.07%
7,409
+135
253
$1.67M 0.07%
27,231
+4,872
254
$1.65M 0.07%
61,977
+2,156
255
$1.65M 0.07%
13,004
-3,262
256
$1.65M 0.07%
21,958
+1,088
257
$1.64M 0.07%
22,153
-52
258
$1.64M 0.07%
17,104
+848
259
$1.63M 0.07%
33,142
-191
260
$1.62M 0.07%
29,372
-462
261
$1.61M 0.07%
25,431
-1,105
262
$1.61M 0.07%
10,241
+258
263
$1.6M 0.07%
19,072
-25,907
264
$1.6M 0.07%
64,770
-2,282
265
$1.58M 0.07%
48,021
-6,089
266
$1.57M 0.07%
38,452
+3,476
267
$1.56M 0.07%
14,455
+4,956
268
$1.56M 0.07%
33,487
+6,123
269
$1.56M 0.07%
30,920
-3,210
270
$1.55M 0.07%
3,612
+216
271
$1.54M 0.07%
5,060
-1,475
272
$1.53M 0.07%
18,235
+7,673
273
$1.53M 0.07%
30,116
+3,242
274
$1.51M 0.07%
3,419
-5
275
$1.51M 0.07%
30,247
-924
9 10
11
12 13