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
301
$393K 0.05%
7,444
+861
302
$391K 0.05%
+35,160
303
$389K 0.05%
+15,850
304
$388K 0.05%
6,060
-883
305
$388K 0.05%
5,552
-742
306
$386K 0.05%
+32,278
307
$365K 0.05%
+9,255
308
$363K 0.05%
25,406
+6,769
309
$363K 0.05%
42,562
+11,323
310
$361K 0.05%
11,025
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311
$360K 0.05%
33,392
+12,945
312
$352K 0.05%
18,681
+482
313
$348K 0.05%
3,412
+200
314
$348K 0.05%
6,190
+2,119
315
$348K 0.05%
14,081
+161
316
$346K 0.05%
47,323
+2,100
317
$346K 0.05%
7,138
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318
$344K 0.05%
1,988
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319
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+1,198
320
$340K 0.05%
17,778
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321
$340K 0.05%
9,646
-4,060
322
$340K 0.05%
2,590
+322
323
$337K 0.05%
6,672
+3,100
324
$337K 0.05%
3,127
+317
325
$335K 0.05%
24,054
+3,493
11 12
13
14 15