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
$2.27B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$13.4M
3
+$11M
4
LLY icon
Eli Lilly
LLY
+$10.9M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$9.11M

Top Sells

1
+$14.4M
2
+$13.1M
3
+$12.2M
4
DGL
Invesco DB Gold Fund
DGL
+$9.37M
5
JPM icon
JPMorgan Chase
JPM
+$9.27M

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
651
$357K 0.02%
1,215
652
$355K 0.02%
12,240
+153
653
$353K 0.02%
+1,815
654
$352K 0.02%
14,102
+377
655
$352K 0.02%
4,372
-14,266
656
$351K 0.02%
7,837
-1,820
657
$350K 0.02%
2,827
+39
658
$350K 0.02%
4,319
659
$350K 0.02%
6,956
+275
660
$348K 0.02%
3,205
661
$344K 0.02%
14,772
-385
662
$342K 0.02%
2,122
-191
663
$339K 0.01%
16,098
-188
664
$336K 0.01%
1,351
+37
665
$336K 0.01%
3,494
-270
666
$334K 0.01%
17,250
+600
667
$331K 0.01%
7,472
-3,600
668
$330K 0.01%
2,964
-15
669
$329K 0.01%
10,056
+1,110
670
$329K 0.01%
2,607
-196
671
$327K 0.01%
+2,955
672
$327K 0.01%
8,413
-186
673
$327K 0.01%
6,289
+949
674
$326K 0.01%
16,137
+4,617
675
$326K 0.01%
1,625
-166
25 26
27
28 29