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
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
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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
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+13,058
510
$668K 0.03%
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511
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12,268
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512
$666K 0.03%
6,565
-40
513
$663K 0.03%
15,165
+2,598
514
$662K 0.03%
7,541
515
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3,988
-1,310
516
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17,563
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517
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+1,037
518
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28,661
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519
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21,755
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520
$635K 0.03%
48,734
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521
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21,859
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522
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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