KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
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
SPDR Bloomberg High Yield Bond ETF
JNK
+$13.5M

Top Sells

1
+$47M
2
+$21.4M
3
+$17.8M
4
XLRE icon
Real Estate Select Sector SPDR Fund
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
1
$89.1M 3.87%
3,619,412
+121,621
2
$79.8M 3.47%
614,163
+53,858
3
$49.1M 2.13%
204,940
-13,175
4
$41.5M 1.8%
414,280
+64,676
5
$41.1M 1.78%
1,896,236
+79,682
6
$39.9M 1.73%
321,017
+170,757
7
$35.7M 1.55%
421,054
+8,345
8
$33.1M 1.44%
1,395,705
+36,122
9
$30.5M 1.33%
349,254
+313,514
10
$29.6M 1.28%
352,237
+21,704
11
$29.3M 1.27%
392,913
+161,404
12
$27.4M 1.19%
352,353
+339,742
13
$25.9M 1.13%
200,726
+97,135
14
$24.2M 1.05%
90,720
-2,624
15
$22.7M 0.98%
233,644
-484,926
16
$22M 0.95%
121,545
+34,710
17
$21.6M 0.94%
257,878
+4,554
18
$20.9M 0.91%
66,312
+609
19
$20.5M 0.89%
115,918
-16,987
20
$19.4M 0.84%
269,971
+31,603
21
$18.8M 0.82%
321,786
+16,052
22
$18.7M 0.81%
367,594
+288,041
23
$18.2M 0.79%
202,637
+149,623
24
$16.5M 0.72%
79,284
+3,988
25
$15.8M 0.69%
88,199
-1,128
1
2 3 4 5