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
176
$3.14M 0.14%
80,730
-5,672
177
$3.14M 0.14%
143,522
+7,084
178
$3.13M 0.14%
17,959
-4,157
179
$3.12M 0.14%
30,894
+2,237
180
$3.07M 0.13%
123,215
+16,183
181
$3.05M 0.13%
219,364
-8,008
182
$3.03M 0.13%
21,492
+377
183
$3M 0.13%
109,315
+21,497
184
$2.99M 0.13%
12,469
-64
185
$2.97M 0.13%
18,830
-495
186
$2.97M 0.13%
49,494
+4,486
187
$2.95M 0.13%
39,059
+6,082
188
$2.94M 0.13%
24,435
-697
189
$2.91M 0.13%
38,691
-2,340
190
$2.91M 0.13%
172,992
+6,165
191
$2.89M 0.13%
33,713
+11,587
192
$2.87M 0.12%
40,047
+1,629
193
$2.84M 0.12%
4,506
-64
194
$2.82M 0.12%
19,073
+30
195
$2.81M 0.12%
92,258
+1,799
196
$2.8M 0.12%
87,920
+18,220
197
$2.77M 0.12%
8,659
-100
198
$2.75M 0.12%
61,747
-12,792
199
$2.75M 0.12%
36,988
+763
200
$2.74M 0.12%
36,743
+3,781
6 7
8
9 10