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
251
$4.93M 0.08%
+72,928
252
$4.92M 0.08%
108,646
+8,845
253
$4.91M 0.08%
+58,414
254
$4.9M 0.08%
+52,221
255
$4.89M 0.08%
38,084
-363
256
$4.85M 0.08%
89,015
+3,768
257
$4.77M 0.08%
104,901
+19,002
258
$4.73M 0.08%
93,749
-1,307
259
$4.72M 0.08%
20,289
+10,248
260
$4.68M 0.08%
189,271
+22,362
261
$4.65M 0.08%
52,395
+320
262
$4.65M 0.08%
109,476
+15,724
263
$4.61M 0.08%
9,226
+671
264
$4.6M 0.08%
129,281
+626
265
$4.59M 0.08%
41,379
-1,872
266
$4.48M 0.08%
102,169
-20,895
267
$4.45M 0.08%
55,731
+3,393
268
$4.43M 0.08%
90,249
-13,483
269
$4.41M 0.07%
21,565
+441
270
$4.35M 0.07%
20,168
-793
271
$4.35M 0.07%
41,626
-36,673
272
$4.34M 0.07%
8,531
+527
273
$4.33M 0.07%
11,159
+86
274
$4.31M 0.07%
67,197
-775
275
$4.3M 0.07%
87,631
-16,520
9 10
11
12 13