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
276
$467K 0.06%
9,799
+2,195
277
$466K 0.06%
27,565
+2,435
278
$464K 0.06%
+11,781
279
$448K 0.06%
+9,327
280
$448K 0.06%
+4,218
281
$447K 0.06%
6,736
+3,211
282
$447K 0.06%
+3,058
283
$444K 0.06%
6,271
-176
284
$442K 0.06%
9,696
+4,062
285
$441K 0.06%
+1,800
286
$438K 0.06%
50,158
+40,704
287
$435K 0.06%
3,122
288
$432K 0.06%
+14,286
289
$432K 0.06%
4,965
+168
290
$430K 0.06%
5,355
+1,623
291
$429K 0.06%
6,592
+2,123
292
$425K 0.06%
19,471
+6,981
293
$419K 0.06%
25,563
-28,091
294
$418K 0.06%
16,513
+2,919
295
$409K 0.06%
3,173
-812
296
$405K 0.05%
+29,452
297
$404K 0.05%
2,811
+672
298
$398K 0.05%
7,300
-1,731
299
$398K 0.05%
+15,384
300
$397K 0.05%
+2,562
10 11
12
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