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
326
$1.25M 0.05%
+10,926
327
$1.24M 0.05%
+29,060
328
$1.24M 0.05%
76,212
-2,896
329
$1.24M 0.05%
12,387
+2,254
330
$1.23M 0.05%
28,465
-3,239
331
$1.22M 0.05%
7,150
-134
332
$1.21M 0.05%
47,733
-384
333
$1.21M 0.05%
+15,864
334
$1.21M 0.05%
2,852
-660
335
$1.21M 0.05%
179,947
+14,842
336
$1.2M 0.05%
63,652
+28,962
337
$1.2M 0.05%
8,906
+6,060
338
$1.2M 0.05%
34,363
+2,958
339
$1.2M 0.05%
13,149
-1,034
340
$1.19M 0.05%
49,166
+216
341
$1.19M 0.05%
+37,651
342
$1.18M 0.05%
14,406
+3,217
343
$1.18M 0.05%
7,748
+4
344
$1.18M 0.05%
+10,698
345
$1.18M 0.05%
19,949
+275
346
$1.17M 0.05%
33,978
347
$1.17M 0.05%
36,900
+13,100
348
$1.16M 0.05%
13,266
+3,245
349
$1.16M 0.05%
11,015
+8,755
350
$1.15M 0.05%
24,592
+19,242
12 13
14
15 16