KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
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
SPDR Bloomberg High Yield Bond ETF
JNK
+$13.5M

Top Sells

1
+$47M
2
+$21.4M
3
+$17.8M
4
XLRE icon
Real Estate Select Sector SPDR Fund
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
76
$7.39M 0.32%
249,071
+667
77
$7.28M 0.32%
154,080
+4,617
78
$7.16M 0.31%
150,970
+64,656
79
$7.06M 0.31%
77,232
+3,871
80
$7M 0.3%
76,558
-24,423
81
$6.93M 0.3%
41,927
+250
82
$6.87M 0.3%
39,523
+1,388
83
$6.87M 0.3%
77,860
+3,710
84
$6.86M 0.3%
35,881
+4,651
85
$6.84M 0.3%
106,250
+53,137
86
$6.81M 0.3%
12,361
-15,690
87
$6.45M 0.28%
184,523
+26,948
88
$6.42M 0.28%
100,937
-91,167
89
$6.42M 0.28%
30,291
-22,208
90
$6.39M 0.28%
37,679
-6,577
91
$6.34M 0.28%
11,959
-5,109
92
$6.22M 0.27%
20,191
-363
93
$6.12M 0.27%
112,332
+4,625
94
$6.02M 0.26%
28,072
+148
95
$5.96M 0.26%
57,880
+29,747
96
$5.94M 0.26%
91,722
+103
97
$5.9M 0.26%
90,280
-121
98
$5.79M 0.25%
134,514
+155
99
$5.66M 0.25%
59,755
+3,745
100
$5.62M 0.24%
48,936
-10,818
2 3
4
5 6