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
551
$431K 0.02%
3,447
-160
552
$430K 0.02%
8,689
-5,093
553
$427K 0.02%
4,297
-232
554
$426K 0.02%
6,773
-397
555
$425K 0.02%
11,325
+3,440
556
$425K 0.02%
11,905
-13
557
$422K 0.02%
5,385
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558
$420K 0.02%
44,590
-5
559
$419K 0.02%
+4,608
560
$418K 0.02%
27,654
-1,200
561
$416K 0.02%
14,762
-2,360
562
$416K 0.02%
20,654
+2,064
563
$415K 0.02%
17,212
+3,178
564
$414K 0.02%
+6,725
565
$413K 0.02%
3,923
-1,098
566
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567
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568
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14,245
569
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7,442
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570
$406K 0.02%
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571
$405K 0.02%
10,684
-6,753
572
$405K 0.02%
+1,391
573
$404K 0.02%
+8,474
574
$403K 0.02%
13,980
-190
575
$401K 0.02%
+16,768
21 22
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