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
501
$1.39M 0.02%
54,830
+689
502
$1.39M 0.02%
4,235
-176
503
$1.38M 0.02%
18,573
-23
504
$1.38M 0.02%
10,246
-318
505
$1.37M 0.02%
13,024
-26,219
506
$1.37M 0.02%
26,284
+16,715
507
$1.37M 0.02%
27,784
+1,186
508
$1.37M 0.02%
24,842
-2,166
509
$1.35M 0.02%
47,579
-2,236
510
$1.35M 0.02%
21,612
511
$1.34M 0.02%
+49,984
512
$1.34M 0.02%
31,466
+619
513
$1.32M 0.02%
504
+30
514
$1.32M 0.02%
58,772
+5,297
515
$1.31M 0.02%
1,871
-221
516
$1.31M 0.02%
+35,819
517
$1.3M 0.02%
13,388
-203
518
$1.3M 0.02%
5,363
+67
519
$1.3M 0.02%
23,886
-1,097
520
$1.29M 0.02%
118,669
+4,707
521
$1.28M 0.02%
26,345
-6,210
522
$1.28M 0.02%
52,403
+5,429
523
$1.28M 0.02%
41,693
-1,950
524
$1.28M 0.02%
25,988
-2,587
525
$1.27M 0.02%
16,455
-3,097
19 20
21
22 23