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
526
$624K 0.03%
2,935
+177
527
$619K 0.03%
4,295
+600
528
$607K 0.03%
+11,046
529
$604K 0.03%
3,469
530
$601K 0.03%
5,833
-23,794
531
$599K 0.03%
13,057
+4,435
532
$599K 0.03%
23,195
+395
533
$595K 0.03%
18,570
534
$593K 0.03%
+18,155
535
$581K 0.03%
29,836
+287
536
$580K 0.03%
6,452
+250
537
$580K 0.03%
+4,864
538
$576K 0.03%
4,498
-4,385
539
$571K 0.03%
7,963
-1,331
540
$568K 0.03%
3,235
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541
$566K 0.02%
34,229
+1,579
542
$564K 0.02%
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543
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5,730
-6,454
544
$559K 0.02%
3,256
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545
$555K 0.02%
3,367
-377
546
$549K 0.02%
26,689
547
$546K 0.02%
13,617
+6,629
548
$546K 0.02%
32,849
549
$546K 0.02%
16,265
550
$545K 0.02%
21,896
-1,208
20 21
22
23 24