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
401
$2.38M 0.04%
56,782
+9,374
402
$2.37M 0.04%
9,247
+103
403
$2.37M 0.04%
27,801
+541
404
$2.36M 0.04%
4,346
-189
405
$2.36M 0.04%
118,851
+5,171
406
$2.34M 0.04%
93,456
-1,965
407
$2.34M 0.04%
29,136
-1,128
408
$2.34M 0.04%
28,963
-609
409
$2.33M 0.04%
57,022
+3,352
410
$2.33M 0.04%
25,823
-836
411
$2.33M 0.04%
41,575
+36,420
412
$2.32M 0.04%
3,162
+2
413
$2.3M 0.04%
+13,559
414
$2.3M 0.04%
69,616
-692
415
$2.29M 0.04%
96,391
+26,793
416
$2.28M 0.04%
68,588
+49,981
417
$2.27M 0.04%
34,672
+79
418
$2.27M 0.04%
90,055
+16,943
419
$2.26M 0.04%
7,862
-90
420
$2.24M 0.04%
42,370
+623
421
$2.23M 0.04%
13,567
+676
422
$2.22M 0.04%
46,870
+2,004
423
$2.21M 0.04%
+29,819
424
$2.18M 0.04%
20,728
-117
425
$2.17M 0.04%
81,531
-546
15 16
17
18 19