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
376
$276K 0.04%
8,715
+2,752
377
$272K 0.04%
5,020
378
$272K 0.04%
+18,121
379
$272K 0.04%
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-39
380
$269K 0.04%
3,664
+1,515
381
$269K 0.04%
3,675
-10
382
$266K 0.04%
198
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383
$259K 0.04%
9,060
+1,260
384
$258K 0.03%
12,203
-5,873
385
$257K 0.03%
+11,746
386
$256K 0.03%
+1,889
387
$255K 0.03%
2,297
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388
$254K 0.03%
12,254
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389
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+2,561
390
$253K 0.03%
+1,114
391
$252K 0.03%
7,212
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392
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393
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3,005
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394
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3,302
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395
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8,098
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396
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15,042
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397
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398
$246K 0.03%
1,872
+434
399
$244K 0.03%
7,141
-608
400
$244K 0.03%
4,651
-25
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16
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