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
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%
1,812
-968
416
$209K 0.03%
1,600
+100
417
$209K 0.03%
+9,450
418
$209K 0.03%
1,538
-145
419
$209K 0.03%
+81,829
420
$207K 0.03%
8,448
+171
421
$207K 0.03%
3,152
-9
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
18 19