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
326
$3.26M 0.06%
+41,692
327
$3.25M 0.06%
16,788
+6,888
328
$3.25M 0.06%
+85,681
329
$3.23M 0.05%
42,796
+2,722
330
$3.22M 0.05%
73,922
-625
331
$3.22M 0.05%
+20,461
332
$3.19M 0.05%
+49,487
333
$3.18M 0.05%
96,739
+54,697
334
$3.18M 0.05%
94,097
+72,512
335
$3.16M 0.05%
61,914
-10,015
336
$3.15M 0.05%
177,189
+34,537
337
$3.15M 0.05%
128,312
-4,500
338
$3.12M 0.05%
61,149
+26,587
339
$3.09M 0.05%
20,691
+246
340
$3.09M 0.05%
+521,048
341
$3.06M 0.05%
14,880
+355
342
$3.05M 0.05%
81,357
+4,443
343
$3.05M 0.05%
73,014
-6,125
344
$3.05M 0.05%
25,036
+305
345
$3.04M 0.05%
32,392
+8,246
346
$3.04M 0.05%
16,623
+1,809
347
$3.04M 0.05%
+126,553
348
$3.04M 0.05%
61,416
+996
349
$3.03M 0.05%
10,623
-458
350
$3.03M 0.05%
24,355
+3,030
12 13
14
15 16