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
201
$2.65M 0.12%
9,932
-7,281
202
$2.61M 0.11%
26,732
-1
203
$2.58M 0.11%
73,820
+48,863
204
$2.57M 0.11%
34,953
-1,904
205
$2.57M 0.11%
105,940
+1,063
206
$2.54M 0.11%
56,455
+1,900
207
$2.53M 0.11%
56,256
+8,505
208
$2.52M 0.11%
20,885
-2,406
209
$2.5M 0.11%
64,153
+43,362
210
$2.47M 0.11%
59,804
-10,541
211
$2.4M 0.1%
20,368
+4,149
212
$2.36M 0.1%
9,597
-504
213
$2.36M 0.1%
112,261
+9,657
214
$2.35M 0.1%
10,685
-299
215
$2.34M 0.1%
36,060
-4,074
216
$2.33M 0.1%
10,883
-42
217
$2.31M 0.1%
5,762
-170
218
$2.29M 0.1%
45,837
-9,597
219
$2.28M 0.1%
45,384
+2,623
220
$2.25M 0.1%
8,734
-5
221
$2.23M 0.1%
44,490
+1,404
222
$2.22M 0.1%
13,753
-1,204
223
$2.21M 0.1%
83,036
-6,017
224
$2.19M 0.1%
18,846
+10,491
225
$2.18M 0.09%
8,796
-1,395
7 8
9
10 11