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
751
$229K 0.01%
+1,089
752
$228K 0.01%
+11,008
753
$228K 0.01%
8,194
-822
754
$226K 0.01%
913
-29
755
$226K 0.01%
19,224
+1,675
756
$226K 0.01%
+5,649
757
$225K 0.01%
909
-23
758
$225K 0.01%
+9,970
759
$222K 0.01%
7,055
-4,121
760
$221K 0.01%
13,110
761
$220K 0.01%
8,996
762
$220K 0.01%
7,893
-744
763
$219K 0.01%
+3,710
764
$217K 0.01%
4,937
+420
765
$217K 0.01%
1,373
-84
766
$217K 0.01%
19,149
767
$216K 0.01%
+2,088
768
$215K 0.01%
+9,250
769
$214K 0.01%
+6,800
770
$214K 0.01%
+6,354
771
$214K 0.01%
564
-13
772
$212K 0.01%
+1,762
773
$211K 0.01%
+797
774
$211K 0.01%
3,696
-745
775
$210K 0.01%
+2,979
29 30
31
32 33