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
701
$295K 0.01%
3,461
-902
702
$295K 0.01%
885
-313
703
$295K 0.01%
25,641
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704
$294K 0.01%
+9,700
705
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+4,227
706
$294K 0.01%
6,677
-156
707
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+3,563
708
$290K 0.01%
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-180
709
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852
-31
710
$289K 0.01%
+7,743
711
$288K 0.01%
+3,494
712
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13,110
-2,105
713
$288K 0.01%
14,399
-8,513
714
$288K 0.01%
+4,690
715
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4,288
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716
$284K 0.01%
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717
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5,682
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719
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2,620
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720
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3,547
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$280K 0.01%
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722
$279K 0.01%
2,037
723
$278K 0.01%
3,089
-205
724
$276K 0.01%
7,515
+644
725
$276K 0.01%
3,097
+1,002
27 28
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