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
$741M
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$6.75M
3
+$5.37M
4
ITB icon
iShares US Home Construction ETF
ITB
+$3.65M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.63M

Top Sells

1
+$7.77M
2
+$4.47M
3
+$4.23M
4
MA icon
Mastercard
MA
+$4.15M
5
JHML icon
John Hancock Multifactor Large Cap ETF
JHML
+$4.08M

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
401
$240K 0.03%
+1,131
402
$239K 0.03%
4,420
+1,140
403
$234K 0.03%
+6,505
404
$232K 0.03%
5,111
+715
405
$232K 0.03%
7,885
+601
406
$230K 0.03%
2,952
+4
407
$230K 0.03%
+2,936
408
$229K 0.03%
+4,333
409
$221K 0.03%
+2,706
410
$221K 0.03%
8,550
+70
411
$217K 0.03%
+1,772
412
$216K 0.03%
1,189
+89
413
$213K 0.03%
3,906
-50
414
$210K 0.03%
14,691
+4,228
415
$209K 0.03%
+9,450
416
$209K 0.03%
1,538
-145
417
$209K 0.03%
+81,829
418
$209K 0.03%
1,812
-968
419
$209K 0.03%
1,600
+100
420
$207K 0.03%
3,152
-9
421
$207K 0.03%
8,448
+171
422
$206K 0.03%
+28,079
423
$206K 0.03%
+792
424
$206K 0.03%
+7,770
425
$206K 0.03%
1,301
+162
15 16
17
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