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
451
$811K 0.04%
14,783
+156
452
$810K 0.04%
16,265
-2,877
453
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31,017
-243
454
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43,846
-289,658
455
$805K 0.04%
5,793
+21
456
$804K 0.04%
10,524
+2,220
457
$803K 0.04%
3,852
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458
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16,757
+1,626
459
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25,253
+1,539
460
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461
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13,049
-7,834
462
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+27,008
463
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8,422
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464
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+12,510
465
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42,130
466
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17,387
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467
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468
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12,639
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16,262
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470
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20,778
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471
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1,150
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472
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+18,770
473
$761K 0.03%
16,604
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474
$757K 0.03%
8,665
-154
475
$755K 0.03%
11,577
+988
17 18
19
20 21