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
26
$49M 0.83%
501,237
+403,199
27
$45.2M 0.77%
80,453
-4,735
28
$45.1M 0.76%
165,489
+13,022
29
$44.6M 0.76%
411,261
+31,335
30
$44.3M 0.75%
1,572,987
+216,679
31
$41.3M 0.7%
208,986
+627
32
$39.6M 0.67%
102,423
+80,753
33
$37.5M 0.63%
278,183
+94,588
34
$36.3M 0.61%
125,058
+885
35
$34.5M 0.58%
152,084
+61,501
36
$31.5M 0.53%
114,236
+705
37
$27.9M 0.47%
297,557
+10,968
38
$27.8M 0.47%
371,844
+33,068
39
$26.3M 0.44%
42,522
+931
40
$25.9M 0.44%
236,571
+7,195
41
$25.7M 0.44%
34,887
-59,591
42
$24.3M 0.41%
138,106
-1,974
43
$23.7M 0.4%
258,350
+35,695
44
$23.6M 0.4%
394,678
-18,937
45
$23.4M 0.4%
446,796
+153,472
46
$23.4M 0.4%
497,538
-44,855
47
$23.3M 0.4%
63,677
-1,968
48
$21.7M 0.37%
347,422
-13,080
49
$20.9M 0.35%
218,069
-11,967
50
$20.8M 0.35%
42,868
+42
1
2
3 4 5