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
276
$1.49M 0.06%
15,138
-56,441
277
$1.48M 0.06%
9,436
+424
278
$1.46M 0.06%
125,108
+5,973
279
$1.44M 0.06%
41,948
-347
280
$1.44M 0.06%
41,977
-164,695
281
$1.43M 0.06%
46,242
+3,050
282
$1.43M 0.06%
44,619
+242
283
$1.42M 0.06%
35,562
+337
284
$1.41M 0.06%
23,063
+3,988
285
$1.4M 0.06%
18,865
-18,700
286
$1.4M 0.06%
15,029
-557
287
$1.39M 0.06%
42,317
+1,253
288
$1.39M 0.06%
8,769
-312
289
$1.38M 0.06%
21,032
-2,926
290
$1.36M 0.06%
13,395
+706
291
$1.36M 0.06%
33,477
-3,070
292
$1.35M 0.06%
53,508
+21,426
293
$1.33M 0.06%
22,993
-285
294
$1.31M 0.06%
44,430
-121,060
295
$1.3M 0.06%
14,564
+3,132
296
$1.28M 0.06%
88,941
-530
297
$1.28M 0.06%
65,057
+6,810
298
$1.26M 0.05%
33,205
+4,835
299
$1.26M 0.05%
30,756
-85,721
300
$1.26M 0.05%
10,000
10 11
12
13 14