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
76
$6.89M 0.3%
34,058
-2,784
77
$6.88M 0.3%
82,550
+46,148
78
$6.75M 0.3%
36,786
-11,781
79
$6.72M 0.3%
376,573
+161,607
80
$6.65M 0.29%
42,159
-12,963
81
$6.6M 0.29%
172,136
+94,193
82
$6.49M 0.29%
138,633
+5,324
83
$6.47M 0.28%
26,156
-72
84
$6.45M 0.28%
14,605
-951
85
$6.31M 0.28%
13,919
-759
86
$6.3M 0.28%
121,675
+3,237
87
$6.28M 0.28%
29,273
+1,227
88
$6.22M 0.27%
104,522
-9,363
89
$6.18M 0.27%
50,644
-2,032
90
$5.99M 0.26%
158,346
-2,242
91
$5.82M 0.26%
56,808
-90,033
92
$5.75M 0.25%
81,518
-2,223
93
$5.73M 0.25%
239,147
-6,418
94
$5.66M 0.25%
165,179
+1,516
95
$5.66M 0.25%
11,089
+1,444
96
$5.56M 0.24%
109,859
+309
97
$5.56M 0.24%
30,128
-116
98
$5.51M 0.24%
108,081
+6,779
99
$5.49M 0.24%
50,933
-326
100
$5.32M 0.23%
49,897
+341
2 3
4
5 6