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
$741M
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$5.94M
3
+$4.98M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.69M
5
AMZN icon
Amazon
AMZN
+$2.5M

Top Sells

1
+$6.73M
2
+$4.47M
3
+$4.08M
4
HD icon
Home Depot
HD
+$3.6M
5
MA icon
Mastercard
MA
+$3.37M

Sector Composition

1 Technology 13.44%
2 Healthcare 9.02%
3 Consumer Discretionary 7.06%
4 Financials 6.02%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$685K 0.09%
4,558
+2,782
227
$682K 0.09%
4,837
+46
228
$674K 0.09%
25,254
+5,886
229
$664K 0.09%
15,920
+1,680
230
$664K 0.09%
14,149
-1,022
231
$661K 0.09%
+18,239
232
$645K 0.09%
15,355
-4,905
233
$637K 0.09%
16,087
+5,263
234
$637K 0.09%
12,724
-432
235
$631K 0.09%
+26,348
236
$629K 0.08%
3,625
+1,302
237
$628K 0.08%
67,388
+23,128
238
$626K 0.08%
4,049
+2,970
239
$625K 0.08%
11,539
+3,086
240
$622K 0.08%
10,476
-725
241
$610K 0.08%
+23,163
242
$601K 0.08%
3,393
+1,300
243
$599K 0.08%
8,426
-498
244
$592K 0.08%
12,494
+3,240
245
$591K 0.08%
3,002
+293
246
$579K 0.08%
5,905
+145
247
$577K 0.08%
22,314
+975
248
$574K 0.08%
16,440
-6,120
249
$570K 0.08%
9,877
+500
250
$563K 0.08%
4,878
-695
8 9
10
11 12