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
676
$325K 0.01%
5,857
-125
677
$325K 0.01%
9,096
-3,837
678
$324K 0.01%
6,757
-147
679
$323K 0.01%
7,770
-144
680
$323K 0.01%
6,389
-4
681
$321K 0.01%
12,952
-870
682
$320K 0.01%
+8,333
683
$318K 0.01%
+2,578
684
$318K 0.01%
4,518
+254
685
$317K 0.01%
16,978
-3,157
686
$317K 0.01%
4,914
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687
$316K 0.01%
1,379
-27
688
$315K 0.01%
2,081
+187
689
$313K 0.01%
3,955
-750
690
$311K 0.01%
1,981
-6,073
691
$310K 0.01%
1,843
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$310K 0.01%
7,464
+1,037
693
$309K 0.01%
+2,472
694
$309K 0.01%
5,904
-2,523
695
$309K 0.01%
5,376
-98
696
$307K 0.01%
10,896
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697
$303K 0.01%
11,313
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698
$302K 0.01%
+4,378
699
$302K 0.01%
7,657
-1,073
700
$298K 0.01%
10,812
26 27
28
29 30