KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,237
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$38.4M
3
+$31.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$31.3M
5
ADBE icon
Adobe
ADBE
+$31.1M

Top Sells

1
+$112M
2
+$36.8M
3
+$33.2M
4
AMZN icon
Amazon
AMZN
+$30.4M
5
SPG icon
Simon Property Group
SPG
+$27.9M

Sector Composition

1 Technology 13.51%
2 Financials 5.03%
3 Consumer Discretionary 4.63%
4 Healthcare 4.2%
5 Industrials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.44M 0.09%
92,884
+588
227
$5.44M 0.09%
42,711
+39,993
228
$5.34M 0.09%
151,983
+6,578
229
$5.31M 0.09%
50,963
+4,087
230
$5.31M 0.09%
+125,462
231
$5.29M 0.09%
76,268
+4,140
232
$5.27M 0.09%
36,090
-9,379
233
$5.25M 0.09%
53,898
-1,369
234
$5.2M 0.09%
34,169
+892
235
$5.2M 0.09%
88,641
+3,805
236
$5.17M 0.09%
20,974
-58
237
$5.16M 0.09%
90,595
+4,289
238
$5.15M 0.09%
106,968
+100,472
239
$5.14M 0.09%
130,169
+77,965
240
$5.11M 0.09%
+119,404
241
$5.09M 0.09%
84,828
+9,573
242
$5.08M 0.09%
40,988
+774
243
$5.08M 0.09%
119,858
+11,572
244
$5.08M 0.09%
42,584
-3,286
245
$5.02M 0.08%
20,286
+79
246
$4.98M 0.08%
+73,805
247
$4.97M 0.08%
96,658
-27,851
248
$4.96M 0.08%
47,638
+132
249
$4.96M 0.08%
+78,448
250
$4.96M 0.08%
+124,768
8 9
10
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