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
26
$14M 0.61%
210,816
-7,092
27
$13.8M 0.61%
200,147
+160,275
28
$13.8M 0.61%
84,464
+17,608
29
$13.5M 0.6%
88,608
+34,366
30
$13.3M 0.59%
82,028
+3,517
31
$13.3M 0.58%
39,321
+20,249
32
$13.1M 0.58%
78,129
+14,072
33
$12.9M 0.57%
28,278
+1,850
34
$12.6M 0.56%
474,950
-70,424
35
$12.6M 0.56%
106,715
+8,072
36
$11.8M 0.52%
154,842
-54,458
37
$11.6M 0.51%
54,775
+35,445
38
$11.3M 0.5%
234,396
+188,608
39
$11.3M 0.5%
375,409
-6,870
40
$11.3M 0.5%
202,808
+18,642
41
$11.2M 0.49%
104,103
+6,878
42
$11M 0.48%
59,259
-13,190
43
$10.9M 0.48%
26,220
+1,767
44
$10.4M 0.46%
28,965
-897
45
$10.3M 0.45%
42,651
+355
46
$10.3M 0.45%
22,827
-11,002
47
$10.1M 0.45%
160,690
+47,620
48
$10.1M 0.44%
388,225
-97,173
49
$9.97M 0.44%
120,545
+1,477
50
$9.54M 0.42%
16,153
-1,117
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2
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