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
601
$363K 0.02%
8,210
-6,429
602
$362K 0.02%
4,270
-751
603
$362K 0.02%
3,174
-3,645
604
$362K 0.02%
5,333
-258
605
$361K 0.02%
4,009
+201
606
$360K 0.02%
2,867
-893
607
$360K 0.02%
7,906
+1,236
608
$360K 0.02%
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609
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+7,335
610
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6,300
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611
$355K 0.02%
3,228
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612
$351K 0.02%
11,260
-7,213
613
$347K 0.02%
11,800
+1,900
614
$346K 0.02%
3,132
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615
$345K 0.02%
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616
$344K 0.01%
13,612
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618
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6,860
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619
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620
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10,870
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621
$337K 0.01%
11,199
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622
$336K 0.01%
7,121
+515
623
$336K 0.01%
+24,373
624
$335K 0.01%
5,276
-11,256
625
$335K 0.01%
+5,631
23 24
25
26 27