KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
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
+$31.5M
2
+$12.9M
3
+$11.3M
4
LLY icon
Eli Lilly
LLY
+$9.76M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$8.84M

Top Sells

1
+$13.1M
2
+$13M
3
+$11.8M
4
JPM icon
JPMorgan Chase
JPM
+$10M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$9.38M

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
-894
806
$210K 0.01%
+8,018
807
$210K 0.01%
2,505
-202
808
$207K 0.01%
21,560
+475
809
$207K 0.01%
4,115
810
$206K 0.01%
8,211
811
$206K 0.01%
3,002
-85
812
$206K 0.01%
2,554
813
$205K 0.01%
+9,413
814
$203K 0.01%
747
-334
815
$203K 0.01%
3,625
816
$202K 0.01%
+3,217
817
$201K 0.01%
368
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818
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819
$201K 0.01%
2,221
-39
820
$195K 0.01%
24,090
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821
$186K 0.01%
12,100
-680
822
$183K 0.01%
12,712
-18,801
823
$172K 0.01%
10,996
824
$170K 0.01%
15,064
825
$170K 0.01%
+11,881
31 32
33
34 35