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
451
$1.84M 0.03%
4,196
-125
452
$1.81M 0.03%
6,550
-1,040
453
$1.81M 0.03%
4,102
+367
454
$1.78M 0.03%
42,227
+25,470
455
$1.77M 0.03%
41,101
+3,884
456
$1.76M 0.03%
31,312
457
$1.74M 0.03%
17,023
+680
458
$1.74M 0.03%
26,506
+13,596
459
$1.73M 0.03%
50,715
-49,991
460
$1.73M 0.03%
25,092
-2,209
461
$1.73M 0.03%
33,425
+338
462
$1.71M 0.03%
64,044
-292
463
$1.7M 0.03%
69,439
+10,968
464
$1.69M 0.03%
39,608
+174
465
$1.68M 0.03%
51,610
+239
466
$1.66M 0.03%
39,966
+21,331
467
$1.66M 0.03%
11,182
-178
468
$1.64M 0.03%
12,235
+1,117
469
$1.61M 0.03%
20,767
+8,666
470
$1.6M 0.03%
+48,189
471
$1.59M 0.03%
5,824
+14
472
$1.56M 0.03%
42,885
+1,053
473
$1.55M 0.03%
4,611
+53
474
$1.55M 0.03%
28,538
+835
475
$1.55M 0.03%
2,895
+19
17 18
19
20 21