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
$2.3B
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
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$13.5M

Top Sells

1
+$47M
2
+$21.4M
3
+$17.8M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
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
126
$4.61M 0.2%
44,786
-4,999
127
$4.59M 0.2%
48,976
-866
128
$4.55M 0.2%
55,112
-7,392
129
$4.54M 0.2%
171,585
+44,685
130
$4.49M 0.2%
56,457
+5,167
131
$4.44M 0.19%
32,767
-741
132
$4.36M 0.19%
61,853
+2,191
133
$4.34M 0.19%
39,432
-18,841
134
$4.24M 0.18%
115,989
-17,520
135
$4.18M 0.18%
62,659
+171
136
$4.13M 0.18%
18,070
+15,228
137
$4.11M 0.18%
41,968
+7,628
138
$4.1M 0.18%
57,522
+33,038
139
$4M 0.17%
32,470
+1,395
140
$3.95M 0.17%
28,146
+7,293
141
$3.92M 0.17%
99,369
-19,026
142
$3.9M 0.17%
7,151
+288
143
$3.88M 0.17%
36,462
-6,989
144
$3.8M 0.16%
75,747
+22,485
145
$3.78M 0.16%
25,356
-1,377
146
$3.73M 0.16%
167,765
+16,514
147
$3.7M 0.16%
72,368
-3,753
148
$3.69M 0.16%
39,609
-304
149
$3.69M 0.16%
85,823
+2,297
150
$3.64M 0.16%
64,517
+2,065
4 5
6
7 8