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
476
$1.54M 0.03%
15,328
+11,168
477
$1.53M 0.03%
29,386
-287
478
$1.52M 0.03%
11,828
-413
479
$1.52M 0.03%
21,247
-142,169
480
$1.52M 0.03%
7,811
-252
481
$1.52M 0.03%
16,671
-530
482
$1.51M 0.03%
41,503
+927
483
$1.5M 0.03%
1,877
+291
484
$1.48M 0.03%
39,018
-52
485
$1.48M 0.03%
3,154
-116
486
$1.47M 0.02%
15,981
-1,800
487
$1.47M 0.02%
68,571
-662
488
$1.47M 0.02%
5,070
-60
489
$1.47M 0.02%
149,956
+37,249
490
$1.47M 0.02%
17,351
+739
491
$1.45M 0.02%
9,269
+65
492
$1.44M 0.02%
22,672
-8,153
493
$1.44M 0.02%
14,690
+557
494
$1.44M 0.02%
25,398
-722
495
$1.43M 0.02%
10,843
-215
496
$1.43M 0.02%
30,914
-60,166
497
$1.42M 0.02%
27,442
-334
498
$1.42M 0.02%
21,738
-531
499
$1.41M 0.02%
42,074
+6,540
500
$1.39M 0.02%
15,962
-1,270
18 19
20
21 22