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
801
$214K 0.01%
914
-18
802
$214K 0.01%
2,689
-1,107
803
$212K 0.01%
1,390
-23
804
$212K 0.01%
1,084
-181
805
$211K 0.01%
2,526
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806
$210K 0.01%
+8,018
807
$210K 0.01%
2,505
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808
$207K 0.01%
21,560
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809
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810
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811
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812
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813
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816
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817
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24,090
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12,100
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12,712
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$172K 0.01%
10,996
824
$170K 0.01%
15,064
825
$170K 0.01%
+11,881
31 32
33
34 35