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
951
– –
-1,798
952
– –
-3,237
953
– –
-10,388
954
– –
-17,391
955
– –
-487
956
– –
-41,223
957
– –
-16,670
958
– –
-8,353
959
– –
-2,256
960
– –
-13,275
961
– –
-1,796
962
– –
-10,621
963
– –
-6,404
964
– –
-785
965
– –
-3,763
966
– –
-4,599
967
– –
-1,000
968
– –
-46,728
969
– –
-26,148
970
– –
-4,152
971
– –
-7,001
972
– –
-6,044
973
– –
-38,373
974
– –
-6,820
975
– –
-7,001
36 37 38
39
40