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
351
$1.15M 0.05%
+4,397
352
$1.15M 0.05%
3,470
+406
353
$1.15M 0.05%
14,486
-881
354
$1.14M 0.05%
3,739
-2,101
355
$1.14M 0.05%
+31,922
356
$1.13M 0.05%
9,560
+1,095
357
$1.13M 0.05%
80,954
-2,102
358
$1.13M 0.05%
25,072
-115,221
359
$1.12M 0.05%
11,062
+7,165
360
$1.12M 0.05%
5,013
+3,918
361
$1.11M 0.05%
7,653
-6
362
$1.11M 0.05%
34,445
+28,555
363
$1.09M 0.05%
5,524
364
$1.09M 0.05%
4,592
-152
365
$1.09M 0.05%
4,401
-420
366
$1.09M 0.05%
21,718
-2,642
367
$1.09M 0.05%
27,238
-3,000
368
$1.08M 0.05%
11,263
-1,213
369
$1.07M 0.05%
17,602
+163
370
$1.07M 0.05%
22,666
+866
371
$1.07M 0.05%
28,936
-1,337
372
$1.07M 0.05%
121,731
+5,504
373
$1.07M 0.05%
25,803
+2,900
374
$1.06M 0.05%
38,159
+15,633
375
$1.06M 0.05%
48,837
+3,261
13 14
15
16 17