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
$2.3B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
921
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$26.4M
3
+$21.2M
4
DGL
Invesco DB Gold Fund
DGL
+$14.6M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$13.5M

Top Sells

1
+$47M
2
+$21.4M
3
+$17.8M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$13.2M
5
NVDA icon
NVIDIA
NVDA
+$9.66M

Sector Composition

1 Technology 11.13%
2 Healthcare 6.81%
3 Financials 6.11%
4 Consumer Discretionary 6.03%
5 Consumer Staples 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$628K 0.03%
3,469
452
$627K 0.03%
49,386
+2,388
453
$626K 0.03%
18,000
454
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-379
455
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17,716
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456
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19,477
457
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6,633
+34
458
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4,204
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459
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9,921
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460
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29,437
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461
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31,510
-168
462
$604K 0.03%
4,738
+2,615
463
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6,338
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464
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8,178
+1,951
465
$592K 0.03%
10,277
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466
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468
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8,102
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469
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26,549
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470
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+29,385
471
$575K 0.03%
18,968
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472
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+6,711
473
$572K 0.02%
4,027
+503
474
$572K 0.02%
20,161
-278
475
$568K 0.02%
13,762
-550
17 18
19
20 21