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
251
$560K 0.08%
4,729
+210
252
$557K 0.08%
13,763
-2,151
253
$553K 0.07%
10,219
+4,333
254
$545K 0.07%
4,595
-100
255
$544K 0.07%
5,400
+3,250
256
$544K 0.07%
12,821
+240
257
$538K 0.07%
13,032
-4,060
258
$537K 0.07%
12,440
+681
259
$528K 0.07%
42,179
+30,908
260
$528K 0.07%
+1,082
261
$518K 0.07%
5,798
+3,298
262
$516K 0.07%
27,746
+4,102
263
$513K 0.07%
6,487
+1,622
264
$508K 0.07%
4,574
+577
265
$501K 0.07%
5,465
+2,614
266
$501K 0.07%
4,486
+866
267
$498K 0.07%
16,208
-350
268
$488K 0.07%
3,529
+261
269
$488K 0.07%
17,144
+10,082
270
$488K 0.07%
7,122
+2,913
271
$486K 0.07%
2,217
-5,577
272
$483K 0.07%
+21,766
273
$475K 0.06%
11,920
+2,927
274
$472K 0.06%
+10,800
275
$470K 0.06%
5,493
+187
9 10
11
12 13