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
501
$514K 0.02%
4,729
502
$513K 0.02%
+17,392
503
$511K 0.02%
26,399
-24,731
504
$511K 0.02%
708
-114
505
$508K 0.02%
29,134
+768
506
$507K 0.02%
+3,112
507
$505K 0.02%
17,262
+523
508
$503K 0.02%
6,293
-228
509
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16,663
-1,926
510
$500K 0.02%
2,889
-2,417
511
$499K 0.02%
32,157
-1,350
512
$498K 0.02%
6,680
-17
513
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+6,738
514
$492K 0.02%
4,890
+1,782
515
$492K 0.02%
12,084
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516
$491K 0.02%
41,365
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517
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518
$489K 0.02%
26,525
-9,800
519
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520
$479K 0.02%
26,110
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521
$478K 0.02%
4,587
+40
522
$469K 0.02%
9,100
+733
523
$469K 0.02%
3,761
+1,335
524
$469K 0.02%
8,855
+92
525
$469K 0.02%
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