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
351
$309K 0.04%
3,375
+592
352
$309K 0.04%
+5,903
353
$309K 0.04%
3,058
+1,176
354
$308K 0.04%
8,630
+3,371
355
$307K 0.04%
+2,386
356
$304K 0.04%
9,060
357
$304K 0.04%
+2,865
358
$302K 0.04%
+16,478
359
$301K 0.04%
+10,764
360
$299K 0.04%
3,563
-203
361
$298K 0.04%
5,300
362
$298K 0.04%
6,244
-108
363
$298K 0.04%
4,942
+570
364
$296K 0.04%
+2,433
365
$294K 0.04%
+6,796
366
$294K 0.04%
5,169
+314
367
$293K 0.04%
+6,399
368
$291K 0.04%
35,969
-41,033
369
$290K 0.04%
959
+32
370
$290K 0.04%
+9,249
371
$288K 0.04%
8,570
-163
372
$288K 0.04%
41,729
+36,174
373
$286K 0.04%
9,758
+178
374
$285K 0.04%
7,993
-9,895
375
$277K 0.04%
57,345
+15,497
13 14
15
16 17