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
301
$1.44M 0.06%
29,108
-4,541
302
$1.43M 0.06%
+15,952
303
$1.43M 0.06%
14,580
+2,418
304
$1.43M 0.06%
20,627
-14,078
305
$1.43M 0.06%
26,694
+3,325
306
$1.41M 0.06%
41,253
+7,398
307
$1.41M 0.06%
3,857
-1,510
308
$1.4M 0.06%
+51,837
309
$1.39M 0.06%
17,789
+1,495
310
$1.38M 0.06%
38,430
+2,542
311
$1.37M 0.06%
57,713
+36,923
312
$1.37M 0.06%
17,209
+2,089
313
$1.36M 0.06%
22,957
+4,978
314
$1.36M 0.06%
35,855
+23,136
315
$1.35M 0.06%
34,909
-471
316
$1.35M 0.06%
+24,633
317
$1.34M 0.06%
5,909
-2,092
318
$1.33M 0.06%
5,235
+797
319
$1.32M 0.06%
27,784
-13,239
320
$1.32M 0.06%
86,583
-238
321
$1.31M 0.06%
20,263
+3,445
322
$1.3M 0.06%
18,228
-748
323
$1.29M 0.06%
7,355
-204
324
$1.27M 0.06%
50,334
+1,304
325
$1.27M 0.06%
4,970
-430
11 12
13
14 15