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
276
$1.63M 0.07%
5,115
+373
277
$1.63M 0.07%
36,457
+5,125
278
$1.63M 0.07%
7,160
+950
279
$1.61M 0.07%
32,409
-26,144
280
$1.61M 0.07%
7,411
-4,530
281
$1.6M 0.07%
15,374
-1,421
282
$1.6M 0.07%
41,510
-286
283
$1.59M 0.07%
63,385
+169
284
$1.59M 0.07%
15,934
-16,503
285
$1.59M 0.07%
21,590
-2,054
286
$1.57M 0.07%
34,345
+18,910
287
$1.56M 0.07%
6,499
+185
288
$1.56M 0.07%
33,526
+1,659
289
$1.53M 0.07%
42,121
+36,448
290
$1.53M 0.07%
40,734
+12,434
291
$1.51M 0.07%
23,137
-4,801
292
$1.51M 0.07%
17,776
+155
293
$1.51M 0.07%
+30,032
294
$1.51M 0.07%
22,651
-10,467
295
$1.5M 0.07%
12,050
+162
296
$1.5M 0.07%
20,068
+860
297
$1.49M 0.07%
63,560
-8,036
298
$1.47M 0.06%
20,305
+486
299
$1.46M 0.06%
108,030
-2
300
$1.45M 0.06%
35,080
+12,608
10 11
12
13 14