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
326
$1.1M 0.05%
15,830
+158
327
$1.1M 0.05%
50,238
+918
328
$1.1M 0.05%
35,145
-124
329
$1.08M 0.05%
96,920
-11,410
330
$1.08M 0.05%
25,298
+825
331
$1.08M 0.05%
45,856
-4,066
332
$1.07M 0.05%
23,750
+227
333
$1.06M 0.05%
9,514
+17
334
$1.06M 0.05%
4,653
+1,244
335
$1.06M 0.05%
46,288
-90
336
$1.06M 0.05%
4,150
-280
337
$1.05M 0.05%
74,167
-847
338
$1.05M 0.05%
16,368
-33
339
$1.04M 0.05%
5,989
+729
340
$1.04M 0.05%
68,856
-1,677
341
$1.03M 0.04%
37,200
-5,000
342
$1.03M 0.04%
15,697
-192
343
$1.03M 0.04%
9,877
+2,359
344
$1.03M 0.04%
21,505
+408
345
$1M 0.04%
92,097
+2,086
346
$998K 0.04%
38,322
+1,897
347
$985K 0.04%
4,911
+201
348
$978K 0.04%
52,938
+5,244
349
$976K 0.04%
4,425
-402
350
$976K 0.04%
48,162
+3,398
12 13
14
15 16