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
426
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9,566
+30
427
$899K 0.04%
9,473
-2,548
428
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82,602
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429
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430
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4,816
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431
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432
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3,462
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435
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12,124
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436
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437
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48,978
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438
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70,335
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439
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12,517
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440
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14,034
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444
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11,955
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14,023
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446
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38,981
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448
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-1,462
449
$825K 0.04%
16,831
-1,383
450
$818K 0.04%
6,531
+2,080
16 17
18
19 20