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
151
$3.42M 0.15%
55,619
-3,316
152
$3.39M 0.15%
12,208
-675
153
$3.39M 0.15%
18,117
+5,822
154
$3.36M 0.15%
5,164
-477
155
$3.33M 0.15%
70,791
+7,723
156
$3.3M 0.15%
66,567
-9,771
157
$3.29M 0.14%
53,104
+1,456
158
$3.28M 0.14%
70,432
-2,266
159
$3.24M 0.14%
39,319
-1,799
160
$3.22M 0.14%
37,327
+6,933
161
$3.22M 0.14%
27,334
-325
162
$3.2M 0.14%
121,991
+20,737
163
$3.19M 0.14%
50,858
+6,319
164
$3.14M 0.14%
40,420
+957
165
$3.11M 0.14%
104,072
+163
166
$3.1M 0.14%
34,312
+163
167
$3.08M 0.14%
27,973
-4,814
168
$3.06M 0.13%
61,034
-160
169
$3.06M 0.13%
23,137
+10,877
170
$3.05M 0.13%
36,688
-3,599
171
$3.02M 0.13%
45,358
+416
172
$3.02M 0.13%
12,529
-7,973
173
$2.99M 0.13%
59,929
-3,728
174
$2.95M 0.13%
6,602
-202
175
$2.94M 0.13%
64,309
-3,598
5 6
7
8 9