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
876
– –
-10,296
877
– –
-17,518
878
– –
-2,873
879
– –
-1,106
880
– –
-2,612
881
– –
-13,447
882
– –
-1,643
883
– –
-8,137
884
– –
-12,611
885
– –
-4,149
886
– –
-96,220
887
– –
-5,779
888
– –
-98,796
889
– –
-12,060
890
– –
-301
891
– –
-9,550
892
– –
-4,611
893
– –
-1,957
894
– –
-8,055
895
– –
-24,000
896
– –
-4,874
897
– –
-9,885
898
– –
-29,784
899
– –
-6,544
900
– –
-5,137
33 34 35
36
37