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
176
$2.93M 0.13%
+18,468
177
$2.92M 0.13%
+45,903
178
$2.9M 0.13%
28,196
+2,847
179
$2.89M 0.13%
77,080
-63,430
180
$2.88M 0.13%
20,771
+2,190
181
$2.86M 0.13%
+76,377
182
$2.84M 0.13%
28,686
+4,029
183
$2.84M 0.12%
36,283
-3,099
184
$2.81M 0.12%
15,234
-132
185
$2.68M 0.12%
+14,452
186
$2.68M 0.12%
12,016
+1,348
187
$2.67M 0.12%
35,791
-238
188
$2.66M 0.12%
36,850
+4,771
189
$2.65M 0.12%
9,297
-339
190
$2.65M 0.12%
23,736
-1,255
191
$2.65M 0.12%
83,967
+7,483
192
$2.6M 0.11%
56,329
-1,117
193
$2.58M 0.11%
99,874
+69,942
194
$2.58M 0.11%
19,868
+1,817
195
$2.55M 0.11%
13,523
-3,564
196
$2.53M 0.11%
17,733
+1,483
197
$2.52M 0.11%
18,593
+1,551
198
$2.43M 0.11%
15,914
199
$2.43M 0.11%
57,329
+27,633
200
$2.41M 0.11%
61,282
+7,891
6 7
8
9 10