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
451
$78K 0.01%
10,649
452
$66K 0.01%
12,570
+800
453
$53K 0.01%
+11,430
454
$39K 0.01%
2,240
-430
455
$29K ﹤0.01%
267
-25
456
$28K ﹤0.01%
+18,540
457
$12K ﹤0.01%
+625
458
$10K ﹤0.01%
+1,100
459
$9K ﹤0.01%
230
-5,465
460
$9K ﹤0.01%
10,445
-1,000
461
$5K ﹤0.01%
+1,710
462
$5K ﹤0.01%
84
463
$5K ﹤0.01%
12,000
464
$4K ﹤0.01%
+11,300
465
$2K ﹤0.01%
5
466
– –
-15,879
467
– –
-4,230
468
– –
-2,310
469
– –
-11,765
470
– –
-98,875
471
– –
-7,464
472
– –
-12,631
473
– –
-21,812
474
– –
-9,166
475
– –
-1,426
17 18
19
20 21