KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
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
SPDR Bloomberg High Yield Bond ETF
JNK
+$13.5M

Top Sells

1
+$47M
2
+$21.4M
3
+$17.8M
4
XLRE icon
Real Estate Select Sector SPDR Fund
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
51
$10.1M 0.44%
28,709
-364
52
$9.93M 0.43%
107,046
-34,565
53
$9.79M 0.43%
211,686
+21,182
54
$9.38M 0.41%
4,653
+3,959
55
$9.2M 0.4%
69,391
+44,027
56
$8.91M 0.39%
93,031
-28,350
57
$8.85M 0.38%
23,149
+4,088
58
$8.83M 0.38%
80,409
-25,657
59
$8.71M 0.38%
155,790
+12,340
60
$8.6M 0.37%
588,690
-661,170
61
$8.48M 0.37%
95,611
-6,083
62
$8.43M 0.37%
27,295
+434
63
$8.26M 0.36%
54,457
+6,366
64
$8.18M 0.36%
16,820
-1,046
65
$8.07M 0.35%
197,324
+182,679
66
$7.99M 0.35%
11,269
-20
67
$7.88M 0.34%
38,038
-5
68
$7.85M 0.34%
201,741
+91
69
$7.67M 0.33%
38,490
-526
70
$7.57M 0.33%
65,488
-715
71
$7.55M 0.33%
441,063
+401,723
72
$7.47M 0.32%
113,511
+2,379
73
$7.46M 0.32%
156,350
+7,677
74
$7.42M 0.32%
54,703
+23,957
75
$7.4M 0.32%
22,090
+12
1 2
3
4 5