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
401
$973K 0.04%
33,322
-1,065
402
$969K 0.04%
17,003
+994
403
$969K 0.04%
23,038
-3,501
404
$967K 0.04%
11,672
+513
405
$965K 0.04%
10,292
-9,123
406
$963K 0.04%
17,338
-22
407
$962K 0.04%
38,007
+782
408
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12,430
-607
409
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19,476
410
$958K 0.04%
12,268
-608
411
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+9,108
412
$949K 0.04%
7,934
-188
413
$948K 0.04%
15,112
+11,971
414
$945K 0.04%
+21,231
415
$940K 0.04%
40,222
-2,321
416
$936K 0.04%
+10,811
417
$933K 0.04%
8,308
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418
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13,997
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419
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11,009
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420
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3,685
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421
$917K 0.04%
9,289
+5,783
422
$917K 0.04%
89,918
+371
423
$916K 0.04%
19,867
+7,463
424
$911K 0.04%
12,014
-388
425
$909K 0.04%
+22,974
15 16
17
18 19