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
426
$206K 0.03%
21,085
427
$202K 0.03%
8,567
-719
428
$201K 0.03%
+7,817
429
$195K 0.03%
11,285
-1,517
430
$182K 0.02%
12,440
-5,010
431
$176K 0.02%
8,693
+48
432
$172K 0.02%
20,079
+1,729
433
$168K 0.02%
+19,505
434
$167K 0.02%
+20,111
435
$166K 0.02%
+4,940
436
$164K 0.02%
+24,576
437
$163K 0.02%
25,084
+19,198
438
$161K 0.02%
1,116
-1,626
439
$152K 0.02%
18,351
-163
440
$142K 0.02%
+13,278
441
$137K 0.02%
10,399
+3,709
442
$135K 0.02%
12,780
443
$135K 0.02%
11,657
+5,072
444
$135K 0.02%
+1,526
445
$126K 0.02%
+12,805
446
$113K 0.02%
+5,450
447
$112K 0.02%
+14,827
448
$107K 0.01%
45,776
+9,300
449
$103K 0.01%
+29,472
450
$81K 0.01%
+6,235
16 17
18
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