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
151
$3.6M 0.16%
34,624
-754
152
$3.59M 0.16%
109,570
+15,975
153
$3.57M 0.16%
85,870
+10,982
154
$3.55M 0.15%
102,532
-1,352
155
$3.54M 0.15%
71,936
-31,911
156
$3.51M 0.15%
14,366
-2,939
157
$3.47M 0.15%
33,986
+10,095
158
$3.46M 0.15%
41,655
+4,630
159
$3.44M 0.15%
68,148
-28,380
160
$3.43M 0.15%
24,260
+2,599
161
$3.4M 0.15%
102,681
+5,865
162
$3.4M 0.15%
47,009
+793
163
$3.35M 0.15%
67,145
+62,595
164
$3.3M 0.14%
78,718
-999
165
$3.3M 0.14%
120,367
+14,889
166
$3.3M 0.14%
52,949
+7,923
167
$3.28M 0.14%
136,228
+15,454
168
$3.26M 0.14%
9,824
-104
169
$3.24M 0.14%
+37,983
170
$3.22M 0.14%
18,719
+358
171
$3.2M 0.14%
16,821
+508
172
$3.19M 0.14%
80,580
+2,498
173
$3.17M 0.14%
166,421
+113,675
174
$3.17M 0.14%
+60,805
175
$3.16M 0.14%
47,211
+6,192
5 6
7
8 9