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
551
$543K 0.02%
2,647
-217
552
$542K 0.02%
4,729
553
$536K 0.02%
4,081
+66
554
$535K 0.02%
2,313
-305
555
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+11,493
556
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1
557
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4,039
-847
558
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10,710
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559
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13,037
-1,625
560
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1,250
-110
561
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24,701
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562
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4,310
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563
$516K 0.02%
2,154
-110
564
$515K 0.02%
4,522
-89
565
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25,750
566
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+12,213
567
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5,805
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569
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1,164
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570
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3,718
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571
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3,884
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572
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9,530
+251
573
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709
+18
574
$495K 0.02%
4,886
+534
575
$495K 0.02%
+7,293
21 22
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