KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
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
+$31.5M
2
+$12.9M
3
+$11.3M
4
LLY icon
Eli Lilly
LLY
+$9.76M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$8.84M

Top Sells

1
+$13.1M
2
+$13M
3
+$11.8M
4
JPM icon
JPMorgan Chase
JPM
+$10M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$9.38M

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
476
$750K 0.03%
5,997
-91
477
$749K 0.03%
14,660
-1,620
478
$740K 0.03%
12,067
+527
479
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15,620
+470
480
$739K 0.03%
26,619
-51,092
481
$736K 0.03%
127,344
+4,384
482
$735K 0.03%
12,634
+2,491
483
$731K 0.03%
29,367
+357
484
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19,686
+333
485
$726K 0.03%
10,717
+308
486
$725K 0.03%
8,431
-96
487
$723K 0.03%
+25,420
488
$722K 0.03%
7,206
-2,849
489
$717K 0.03%
11,095
+4,678
490
$717K 0.03%
25,347
-10,043
491
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4,025
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492
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+7,833
493
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9,096
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494
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17,887
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495
$703K 0.03%
+11,140
496
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6,721
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497
$703K 0.03%
10,936
-1,090
498
$697K 0.03%
4,691
-1,310
499
$694K 0.03%
1,412
+317
500
$693K 0.03%
4,506
18 19
20
21 22