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
101
$5.61M 0.24%
23,497
-298
102
$5.6M 0.24%
41,235
+3,817
103
$5.5M 0.24%
113,675
+18,030
104
$5.49M 0.24%
107,129
+9,859
105
$5.33M 0.23%
50,488
+24,197
106
$5.29M 0.23%
115,830
+16,583
107
$5.29M 0.23%
105,857
+38,054
108
$5.28M 0.23%
186,969
+2,498
109
$5.27M 0.23%
242,688
+5,641
110
$5.22M 0.23%
52,357
+44,357
111
$5.2M 0.23%
22,091
-25,786
112
$5.14M 0.22%
31,019
+1,274
113
$5.08M 0.22%
284,910
+5,241
114
$5.05M 0.22%
43,127
+2,019
115
$5.01M 0.22%
14,896
+1,350
116
$4.9M 0.21%
168,785
+3,992
117
$4.88M 0.21%
97,085
+54,153
118
$4.82M 0.21%
110,588
+10,091
119
$4.8M 0.21%
152,090
+3,131
120
$4.8M 0.21%
57,285
-241
121
$4.75M 0.21%
61,151
+4,854
122
$4.71M 0.2%
255,882
-56,229
123
$4.63M 0.2%
86,564
-155,055
124
$4.63M 0.2%
64,290
+2,745
125
$4.62M 0.2%
21,667
+2,743
3 4
5
6 7