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
201
$2.39M 0.11%
44,550
-3,250
202
$2.38M 0.1%
75,899
-23,618
203
$2.36M 0.1%
34,870
+4,970
204
$2.35M 0.1%
91,207
-4,009
205
$2.34M 0.1%
40,569
+294
206
$2.33M 0.1%
46,183
+439
207
$2.33M 0.1%
122,519
+20,243
208
$2.32M 0.1%
+62,457
209
$2.3M 0.1%
75,688
-36,800
210
$2.3M 0.1%
46,320
-18,307
211
$2.29M 0.1%
22,819
-397
212
$2.29M 0.1%
14,443
+5,585
213
$2.28M 0.1%
9,470
-251
214
$2.26M 0.1%
51,502
+41,600
215
$2.25M 0.1%
+84,932
216
$2.25M 0.1%
112,695
-3,265
217
$2.25M 0.1%
42,285
+2,717
218
$2.23M 0.1%
41,718
+5,864
219
$2.23M 0.1%
60,560
+1,890
220
$2.22M 0.1%
20,255
-308
221
$2.2M 0.1%
10,615
+920
222
$2.18M 0.1%
24,048
+915
223
$2.18M 0.1%
26,709
-231
224
$2.17M 0.1%
11,571
-74
225
$2.17M 0.1%
5,453
-206
7 8
9
10 11