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
801
$178K 0.01%
22,982
-16
802
$178K 0.01%
12,383
+16
803
$174K 0.01%
14,337
804
$149K 0.01%
11,272
-1,250
805
$148K 0.01%
15,150
806
$143K 0.01%
+10,514
807
$143K 0.01%
+12,818
808
$142K 0.01%
17,606
-310
809
$142K 0.01%
14,814
-250
810
$142K 0.01%
17,693
-2,080
811
$135K 0.01%
10,996
812
$133K 0.01%
11,017
+168
813
$125K 0.01%
11,380
-4,602
814
$124K 0.01%
17,804
-6,056
815
$118K 0.01%
10,277
816
$103K ﹤0.01%
741
-10
817
$101K ﹤0.01%
17,665
-7,676
818
$97.2K ﹤0.01%
17,140
+2,189
819
$95.2K ﹤0.01%
12,190
+650
820
$90.9K ﹤0.01%
26,353
+7,301
821
$87.1K ﹤0.01%
+13,695
822
$81K ﹤0.01%
28,813
+3,798
823
$80.6K ﹤0.01%
14,014
-4,263
824
$69K ﹤0.01%
10,360
825
$63K ﹤0.01%
2,484
+133
31 32
33
34 35