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
351
$3.01M 0.05%
65,680
-1,358
352
$3.01M 0.05%
+53,700
353
$3.01M 0.05%
25,695
+12,002
354
$3M 0.05%
53,495
+4,284
355
$3M 0.05%
13,089
+793
356
$2.99M 0.05%
+12,250
357
$2.97M 0.05%
34,729
+28,085
358
$2.93M 0.05%
12,382
-1,980
359
$2.93M 0.05%
26,660
-22,097
360
$2.91M 0.05%
33,842
+3,472
361
$2.91M 0.05%
36,643
+32,987
362
$2.91M 0.05%
32,432
+2,649
363
$2.91M 0.05%
9,966
+150
364
$2.91M 0.05%
+96,996
365
$2.9M 0.05%
35,546
-500
366
$2.89M 0.05%
+265,341
367
$2.89M 0.05%
51,590
+41,282
368
$2.88M 0.05%
35,704
+30,866
369
$2.85M 0.05%
7,051
+380
370
$2.8M 0.05%
5,504
+139
371
$2.77M 0.05%
+53,741
372
$2.77M 0.05%
+68,649
373
$2.77M 0.05%
29,566
-5,056
374
$2.76M 0.05%
45,175
+11,836
375
$2.74M 0.05%
5,841
+16
13 14
15
16 17