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
776
$210K 0.01%
8,405
-2,485
777
$210K 0.01%
7,316
778
$209K 0.01%
+3,138
779
$208K 0.01%
1,607
-4,395
780
$208K 0.01%
+586
781
$208K 0.01%
+642
782
$207K 0.01%
1,380
-462
783
$206K 0.01%
+8,410
784
$206K 0.01%
+2,366
785
$205K 0.01%
5,392
-704
786
$205K 0.01%
+8,645
787
$204K 0.01%
+3,631
788
$204K 0.01%
9,454
-984
789
$203K 0.01%
5,868
-5,899
790
$202K 0.01%
3,112
-2,203
791
$202K 0.01%
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792
$202K 0.01%
6,448
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793
$199K 0.01%
10,792
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794
$199K 0.01%
+34,108
795
$199K 0.01%
20,142
796
$197K 0.01%
24,342
+705
797
$191K 0.01%
+2,590
798
$190K 0.01%
+10,595
799
$187K 0.01%
15,849
-7,500
800
$178K 0.01%
57,197
+1,885
30 31
32
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