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
376
$2.72M 0.05%
26,262
+4,018
377
$2.72M 0.05%
+60,717
378
$2.71M 0.05%
59,890
-1,292
379
$2.7M 0.05%
8,372
+3,717
380
$2.68M 0.05%
51,851
+1,047
381
$2.65M 0.04%
29,694
-336
382
$2.65M 0.04%
37,735
383
$2.63M 0.04%
53,139
-6,526
384
$2.61M 0.04%
9,192
-560
385
$2.61M 0.04%
28,369
-802
386
$2.59M 0.04%
+45,904
387
$2.59M 0.04%
49,021
+903
388
$2.58M 0.04%
+66,909
389
$2.57M 0.04%
+22,866
390
$2.51M 0.04%
26,766
+359
391
$2.49M 0.04%
126,039
+160
392
$2.48M 0.04%
11,677
+2,324
393
$2.46M 0.04%
26,402
+989
394
$2.46M 0.04%
63,384
+7,922
395
$2.45M 0.04%
+46,433
396
$2.45M 0.04%
31,664
-453
397
$2.44M 0.04%
26,619
-174
398
$2.41M 0.04%
70,527
-439
399
$2.41M 0.04%
58,851
+1,809
400
$2.4M 0.04%
+32,815
14 15
16
17 18