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
$2.3B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
921
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$26.1M
3
+$21.7M
4
DGL
Invesco DB Gold Fund
DGL
+$14M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$13.5M

Top Sells

1
+$46.9M
2
+$20.9M
3
+$18.2M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$13.2M
5
NVDA icon
NVIDIA
NVDA
+$9.7M

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
851
– –
-6,313
852
– –
-12,945
853
– –
-3,629
854
– –
-1,934
855
– –
-2,705
856
– –
-11,575
857
– –
-5,487
858
– –
-15,159
859
– –
-8,724
860
– –
-4,168
861
– –
-7,127
862
– –
-10,892
863
– –
-9,881
864
– –
-5,685
865
– –
-6,133
866
– –
-4,133
867
– –
-12,637
868
– –
-9,374
869
– –
-6,529
870
– –
-10,296
871
– –
-17,518
872
– –
-2,873
873
– –
-2,612
874
– –
-13,447
875
– –
-1,643
33 34
35
36 37