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
476
$566K 0.02%
13,652
-4,798
477
$564K 0.02%
9,593
+1,933
478
$560K 0.02%
6,498
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479
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-286
480
$559K 0.02%
7,304
-7,616
481
$558K 0.02%
3,163
-191
482
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483
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22,796
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484
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2,063
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485
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486
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487
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12,328
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488
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3,537
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489
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+15,778
490
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491
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492
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493
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2,068
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494
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37,158
495
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5,051
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496
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497
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498
$522K 0.02%
3,731
+277
499
$519K 0.02%
+25,776
500
$515K 0.02%
11,103
-6,058
18 19
20
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