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
26
$5.65M 0.76%
186,734
+437
27
$5.57M 0.75%
46,381
+5,355
28
$5.43M 0.73%
52,571
+9,530
29
$4.97M 0.67%
14,673
+2,441
30
$4.95M 0.67%
191,469
+77,073
31
$4.91M 0.66%
54,404
+9,993
32
$4.85M 0.65%
116,044
+32,184
33
$4.64M 0.63%
95,990
+5,602
34
$4.57M 0.62%
92,759
+19,681
35
$4.56M 0.62%
58,340
+5,028
36
$4.52M 0.61%
27,091
+2,419
37
$4.47M 0.6%
83,140
+38,692
38
$4.44M 0.6%
30,719
+2,177
39
$4.38M 0.59%
49,657
+3,324
40
$4.27M 0.58%
93,300
41
$4.14M 0.56%
96,783
+13,431
42
$4.1M 0.55%
186,221
+60,098
43
$4.08M 0.55%
45,454
+3,729
44
$3.98M 0.54%
54,989
+11,517
45
$3.97M 0.54%
24,619
+1,681
46
$3.96M 0.53%
23,928
+1,694
47
$3.93M 0.53%
8,941
+663
48
$3.88M 0.52%
149,824
-47,920
49
$3.85M 0.52%
40,603
+10,215
50
$3.85M 0.52%
107,577
+5,285
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