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
876
– –
-8,137
877
– –
-12,611
878
– –
-4,149
879
– –
-96,220
880
– –
-5,779
881
– –
-98,796
882
– –
-12,060
883
– –
-301
884
– –
-9,550
885
– –
-4,611
886
– –
-1,957
887
– –
-8,055
888
– –
-24,000
889
– –
-14,197
890
– –
-4,874
891
– –
-9,885
892
– –
-29,784
893
– –
-6,544
894
– –
-5,137
895
– –
-62,797
896
– –
-1,990
897
– –
-6,356
898
– –
-8,462
899
– –
-13,677
900
– –
-16,352
33 34 35
36
37