KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
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
SPDR Bloomberg High Yield Bond ETF
JNK
+$13.5M

Top Sells

1
+$47M
2
+$21.4M
3
+$17.8M
4
XLRE icon
Real Estate Select Sector SPDR Fund
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
26
$15.6M 0.68%
157,415
+34,872
27
$15.3M 0.67%
41,893
+15,671
28
$14.7M 0.64%
32,142
+630
29
$14.3M 0.62%
88,461
-5,783
30
$14.2M 0.62%
134,770
-30,067
31
$14.2M 0.62%
105,790
+3,237
32
$13.6M 0.59%
89,832
+19,881
33
$12.8M 0.56%
252,341
+12,147
34
$12.8M 0.55%
426,356
-2,001
35
$12.2M 0.53%
46,406
+1,046
36
$12.1M 0.53%
109,807
-335
37
$11.8M 0.51%
135,709
+66,100
38
$11.7M 0.51%
196,718
+12,759
39
$11.4M 0.5%
75,244
+3,202
40
$11.4M 0.5%
29,711
+1,151
41
$11.3M 0.49%
32,535
+759
42
$11.3M 0.49%
137,785
+11,670
43
$11.1M 0.48%
449,358
-12,722
44
$10.9M 0.47%
41,183
+11,165
45
$10.8M 0.47%
226,279
+8,450
46
$10.7M 0.47%
365,398
+6,342
47
$10.4M 0.45%
128,392
-40,668
48
$10.4M 0.45%
145,726
+10,912
49
$10.4M 0.45%
93,373
-2,949
50
$10.2M 0.44%
62,435
+2,646
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