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
$2.3B
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
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$13.5M

Top Sells

1
+$47M
2
+$21.4M
3
+$17.8M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
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
726
$251K 0.01%
5,156
727
$249K 0.01%
1,563
-4
728
$248K 0.01%
8,016
729
$248K 0.01%
101
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730
$248K 0.01%
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+13
731
$247K 0.01%
24,433
-400
732
$246K 0.01%
7,032
-326
733
$246K 0.01%
4,112
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734
$245K 0.01%
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735
$243K 0.01%
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736
$243K 0.01%
22,100
-4,700
737
$243K 0.01%
6,567
-645
738
$241K 0.01%
8,068
-353
739
$241K 0.01%
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740
$241K 0.01%
16,274
-7,763
741
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742
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744
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1,404
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745
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746
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747
$233K 0.01%
+14,570
748
$231K 0.01%
+5,401
749
$230K 0.01%
+3,069
750
$229K 0.01%
+2,665
28 29
30
31 32