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
501
$690K 0.03%
8,189
-901
502
$690K 0.03%
8,073
-16,877
503
$690K 0.03%
30,139
+61
504
$688K 0.03%
2,638
-99
505
$687K 0.03%
17,937
+5,239
506
$677K 0.03%
10,513
-374
507
$676K 0.03%
15,157
+8,593
508
$671K 0.03%
3,124
509
$669K 0.03%
+13,058
510
$668K 0.03%
+8,682
511
$668K 0.03%
12,268
-754
512
$666K 0.03%
6,565
-40
513
$663K 0.03%
15,165
+2,598
514
$662K 0.03%
7,541
515
$660K 0.03%
3,988
-1,310
516
$657K 0.03%
17,563
-4,452
517
$650K 0.03%
6,411
+1,037
518
$641K 0.03%
28,661
-1,126
519
$640K 0.03%
21,755
+741
520
$635K 0.03%
48,734
+100
521
$633K 0.03%
21,859
+2,916
522
$631K 0.03%
12,695
+788
523
$628K 0.03%
10,939
-120
524
$627K 0.03%
13,661
-645
525
$625K 0.03%
12,528
-6
19 20
21
22 23