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
301
$3.7M 0.06%
13,830
+23
302
$3.65M 0.06%
630
-27
303
$3.65M 0.06%
15,278
+4,388
304
$3.63M 0.06%
43,441
-2,602
305
$3.55M 0.06%
5,011
+576
306
$3.54M 0.06%
48,055
-10,494
307
$3.49M 0.06%
46,108
-274
308
$3.48M 0.06%
17,939
-571
309
$3.46M 0.06%
77,428
+6,992
310
$3.46M 0.06%
38,452
+506
311
$3.44M 0.06%
164,591
+72,406
312
$3.43M 0.06%
9,075
+130
313
$3.42M 0.06%
+74,906
314
$3.41M 0.06%
15,053
-1,664
315
$3.4M 0.06%
+8,256
316
$3.4M 0.06%
28,530
+5,544
317
$3.39M 0.06%
18,206
+199
318
$3.36M 0.06%
309,815
-36,466
319
$3.34M 0.06%
63,525
+15,344
320
$3.33M 0.06%
16,528
+10,691
321
$3.31M 0.06%
23,313
+3,110
322
$3.3M 0.06%
18,137
+994
323
$3.28M 0.06%
29,799
+2,193
324
$3.28M 0.06%
14,625
+11,489
325
$3.26M 0.06%
14,931
-79
11 12
13
14 15