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
126
$4.35M 0.19%
118,152
+13,428
127
$4.24M 0.19%
16,975
+82
128
$4.23M 0.19%
102,622
+9,973
129
$4.1M 0.18%
83,757
-8,098
130
$4.09M 0.18%
49,129
-2,517
131
$4.09M 0.18%
19,255
-662
132
$4.01M 0.18%
32,520
+1,519
133
$4M 0.18%
25,826
+1,746
134
$3.97M 0.17%
15,787
-474
135
$3.94M 0.17%
74,109
+2,941
136
$3.87M 0.17%
49,669
-1,498
137
$3.79M 0.17%
51,852
+546
138
$3.76M 0.17%
64,955
+3,126
139
$3.72M 0.16%
48,370
-36,764
140
$3.66M 0.16%
34,925
+11,097
141
$3.62M 0.16%
121,926
+98,886
142
$3.61M 0.16%
15,325
-1,779
143
$3.58M 0.16%
64,821
-169,480
144
$3.57M 0.16%
22,623
+3,851
145
$3.55M 0.16%
8,519
-56
146
$3.54M 0.16%
27,908
+4,119
147
$3.49M 0.15%
+25,188
148
$3.44M 0.15%
62,708
+7,432
149
$3.43M 0.15%
41,931
-797
150
$3.43M 0.15%
38,240
+1,709
4 5
6
7 8