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
826
$55.6K ﹤0.01%
12,120
827
$54.4K ﹤0.01%
28,501
-7,000
828
$50.9K ﹤0.01%
10,967
-1,061
829
$39.9K ﹤0.01%
+27,712
830
– –
0
831
$31.3K ﹤0.01%
17,500
832
$29.4K ﹤0.01%
10,933
-147
833
$26K ﹤0.01%
15,450
-64,050
834
$18.3K ﹤0.01%
+28,045
835
$15.1K ﹤0.01%
10,245
836
$14.7K ﹤0.01%
15,000
837
$14K ﹤0.01%
+10,000
838
$12.8K ﹤0.01%
+2,230
839
$12.7K ﹤0.01%
11,000
840
$5.83K ﹤0.01%
896
841
$3.11K ﹤0.01%
+435
842
– –
-6,313
843
– –
-3,333
844
– –
-8,724
845
– –
-4,168
846
– –
-7,127
847
– –
-10,892
848
– –
-9,881
849
– –
-6,133
850
– –
-4,133
32 33
34
35 36