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
51
$9.19M 0.4%
41,345
+12,352
52
$9.19M 0.4%
22,409
+31
53
$9.01M 0.4%
49,875
-62
54
$9M 0.4%
98,953
+3,917
55
$8.99M 0.4%
54,434
+112
56
$8.58M 0.38%
31,411
+3,998
57
$8.57M 0.38%
56,074
+21,240
58
$8.46M 0.37%
61,956
-334
59
$8.36M 0.37%
105,161
-51,240
60
$8.33M 0.37%
100,836
+30,770
61
$8.29M 0.37%
76,518
+1,634
62
$8.19M 0.36%
196,096
-12,094
63
$8.04M 0.35%
72,449
+3,044
64
$8.03M 0.35%
69,450
-16,680
65
$7.87M 0.35%
111,792
-5,292
66
$7.81M 0.34%
22,123
+1,559
67
$7.74M 0.34%
46,660
+2,267
68
$7.68M 0.34%
122,052
+10,203
69
$7.64M 0.34%
55,710
-49,390
70
$7.63M 0.34%
9,988
-191
71
$7.29M 0.32%
95,379
-188,946
72
$7.22M 0.32%
57,962
+17,084
73
$7.19M 0.32%
96,872
-3,562
74
$7.09M 0.31%
68,894
+29,919
75
$7.03M 0.31%
130,965
+28,665
1 2
3
4 5