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
301
$1.26M 0.05%
29,060
302
$1.25M 0.05%
12,226
+272
303
$1.25M 0.05%
34,319
-7,919
304
$1.24M 0.05%
9,696
+386
305
$1.24M 0.05%
28,277
-3,390
306
$1.24M 0.05%
+29,320
307
$1.23M 0.05%
12,978
+660
308
$1.22M 0.05%
14,628
-524
309
$1.22M 0.05%
16,958
-14,087
310
$1.22M 0.05%
31,108
+11,602
311
$1.22M 0.05%
19,307
+3,312
312
$1.21M 0.05%
6,614
+2,668
313
$1.21M 0.05%
25,598
+680
314
$1.19M 0.05%
23,564
+1,040
315
$1.19M 0.05%
3,463
+44
316
$1.18M 0.05%
17,564
+1,950
317
$1.17M 0.05%
26,979
+376
318
$1.16M 0.05%
14,768
-6
319
$1.16M 0.05%
9,623
-1,323
320
$1.12M 0.05%
+14,558
321
$1.12M 0.05%
30,255
+22
322
$1.12M 0.05%
12,042
+27
323
$1.11M 0.05%
61,545
+12,459
324
$1.11M 0.05%
+29,362
325
$1.11M 0.05%
3,337
-1
11 12
13
14 15