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
826
$146K 0.01%
+2,924
827
$132K 0.01%
16,073
-1,500
828
$127K 0.01%
11,810
-3,015
829
$124K 0.01%
+15,022
830
$123K 0.01%
1,180
+453
831
$113K 0.01%
14,512
+3,400
832
$105K ﹤0.01%
+13,434
833
$96.5K ﹤0.01%
39,065
+9,875
834
$95.3K ﹤0.01%
11,540
835
$89K ﹤0.01%
10,114
-9,546
836
$88.8K ﹤0.01%
11,074
-2,348
837
$74.4K ﹤0.01%
11,560
838
$73.5K ﹤0.01%
10,571
-451
839
$69.1K ﹤0.01%
36,001
-1,250
840
$65.5K ﹤0.01%
19,000
841
$62.6K ﹤0.01%
24,000
842
$61K ﹤0.01%
12,120
-190
843
$58.7K ﹤0.01%
10,751
-1,692
844
$51.9K ﹤0.01%
1,275
845
$40.4K ﹤0.01%
1,224
846
$40K ﹤0.01%
22,200
847
$31.1K ﹤0.01%
13,578
848
$17.6K ﹤0.01%
11,000
849
$16.4K ﹤0.01%
10,640
+200
850
$13.4K ﹤0.01%
1,919
+195
32 33
34
35 36