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
376
$1.06M 0.05%
9,291
+1,482
377
$1.06M 0.05%
15,001
+11,166
378
$1.05M 0.05%
58,431
-35,301
379
$1.04M 0.05%
56,836
+696
380
$1.04M 0.05%
29,952
+255
381
$1.04M 0.05%
7,708
-7,792
382
$1.03M 0.05%
25,823
-798
383
$1.03M 0.05%
33,522
+392
384
$1.03M 0.05%
43,550
+118
385
$1.03M 0.05%
46,229
+284
386
$1.03M 0.05%
10,000
387
$1.02M 0.04%
20,473
+6,209
388
$1.02M 0.04%
14,771
+4,514
389
$1.02M 0.04%
3,921
-139
390
$1.01M 0.04%
7,484
+1,084
391
$1.01M 0.04%
14,127
+9,355
392
$1.01M 0.04%
7,657
+1,121
393
$1.01M 0.04%
2,055
+21
394
$1M 0.04%
30,995
+1,416
395
$998K 0.04%
47,659
-1,980
396
$984K 0.04%
29,464
+19,674
397
$980K 0.04%
+15,386
398
$979K 0.04%
8,285
+3,689
399
$977K 0.04%
37,161
+5,364
400
$976K 0.04%
+14,847
14 15
16
17 18