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
326
$335K 0.05%
25,493
-4,348
327
$335K 0.05%
+10,105
328
$334K 0.05%
7,488
-444
329
$332K 0.04%
24,118
+1,327
330
$331K 0.04%
+5,882
331
$330K 0.04%
3,098
+764
332
$330K 0.04%
1,633
+577
333
$329K 0.04%
4,235
+467
334
$329K 0.04%
2,710
-739
335
$329K 0.04%
+9,295
336
$329K 0.04%
6,877
-243
337
$327K 0.04%
+6,262
338
$327K 0.04%
13,640
+180
339
$326K 0.04%
+12,073
340
$326K 0.04%
21,723
+1,716
341
$326K 0.04%
2,767
-34
342
$324K 0.04%
14,692
+7,967
343
$320K 0.04%
10,989
+3,802
344
$320K 0.04%
+10,665
345
$318K 0.04%
3,639
+751
346
$315K 0.04%
+6,300
347
$315K 0.04%
5,732
+1,917
348
$313K 0.04%
2,932
+657
349
$312K 0.04%
10,677
+5,839
350
$310K 0.04%
+5,290
12 13
14
15 16