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
426
$2.16M 0.04%
15,576
-421
427
$2.16M 0.04%
50,705
+556
428
$2.15M 0.04%
15,436
+974
429
$2.14M 0.04%
41,195
-2,623
430
$2.11M 0.04%
+89,014
431
$2.1M 0.04%
16,302
+2,742
432
$2.05M 0.03%
8,414
+6,663
433
$2.02M 0.03%
25,487
+928
434
$2.02M 0.03%
35,790
+2,425
435
$2.01M 0.03%
22,272
-331
436
$2M 0.03%
50,266
-4,314
437
$1.99M 0.03%
43,495
-259
438
$1.99M 0.03%
25,437
-305
439
$1.98M 0.03%
13,171
-307
440
$1.98M 0.03%
25,136
+6,229
441
$1.98M 0.03%
89,458
+5,474
442
$1.98M 0.03%
10,765
-88
443
$1.95M 0.03%
59,699
+1,429
444
$1.94M 0.03%
57,260
+16,892
445
$1.93M 0.03%
15,629
-434
446
$1.91M 0.03%
86,805
+6,114
447
$1.89M 0.03%
57,665
-15,941
448
$1.89M 0.03%
39,353
+54
449
$1.87M 0.03%
35,432
+3,660
450
$1.86M 0.03%
6,116
+273
16 17
18
19 20