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
101
$5.29M 0.23%
25,785
-6,556
102
$5.23M 0.23%
172,786
+9,653
103
$5.19M 0.23%
85,688
-5,307
104
$5.17M 0.23%
26,552
-12,203
105
$5.15M 0.23%
24,264
-2,215
106
$5.09M 0.22%
61,999
+1,591
107
$5.04M 0.22%
101,691
+10,585
108
$4.96M 0.22%
94,957
+17,156
109
$4.9M 0.22%
48,372
+13,445
110
$4.88M 0.21%
16,964
-1,765
111
$4.86M 0.21%
13,605
+193
112
$4.8M 0.21%
54,389
-70
113
$4.65M 0.2%
20,430
-787
114
$4.65M 0.2%
24,260
-701
115
$4.61M 0.2%
177,073
+164,294
116
$4.55M 0.2%
45,635
-155
117
$4.53M 0.2%
35,428
-16,940
118
$4.52M 0.2%
16,892
-413
119
$4.51M 0.2%
79,575
-6,831
120
$4.49M 0.2%
61,152
+27,506
121
$4.44M 0.2%
52,906
-2,868
122
$4.43M 0.19%
186,238
+11,113
123
$4.42M 0.19%
91,126
+9,973
124
$4.38M 0.19%
233,984
+12,880
125
$4.36M 0.19%
1,856
+50
3 4
5
6 7