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
276
$4.29M 0.07%
20,465
-1,098
277
$4.23M 0.07%
82,387
+67,907
278
$4.21M 0.07%
23,089
+2,922
279
$4.2M 0.07%
59,816
-188
280
$4.19M 0.07%
47,685
+3,889
281
$4.15M 0.07%
81,758
+2,645
282
$4.09M 0.07%
7,723
-341
283
$4.05M 0.07%
180,221
+7,229
284
$4.05M 0.07%
31,920
-22,067
285
$4.04M 0.07%
166,651
-15,216
286
$4.01M 0.07%
23,054
-1,634
287
$4.01M 0.07%
221,161
+7,630
288
$4M 0.07%
57,043
+6,001
289
$4M 0.07%
36,904
+1,874
290
$3.92M 0.07%
58,387
+390
291
$3.92M 0.07%
23,569
-847
292
$3.9M 0.07%
38,685
+6,480
293
$3.87M 0.07%
76,245
+18,507
294
$3.87M 0.07%
44,518
+279
295
$3.85M 0.07%
108,990
-1,626
296
$3.83M 0.06%
9,115
+24
297
$3.76M 0.06%
56,770
+6,469
298
$3.76M 0.06%
70,576
-449
299
$3.74M 0.06%
32,427
+595
300
$3.72M 0.06%
4,157
-53
10 11
12
13 14