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
$1.76B
AUM Growth
+$378M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$16.9M
3
+$14.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$8.38M

Top Sells

1
+$9.74M
2
+$6.47M
3
+$4.85M
4
GLD icon
SPDR Gold Trust
GLD
+$4.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.77M

Sector Composition

1 Technology 13.65%
2 Financials 7.58%
3 Consumer Discretionary 7.48%
4 Healthcare 6.82%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$453K 0.03%
6,604
527
$452K 0.03%
7,705
+3,840
528
$451K 0.03%
+11,306
529
$450K 0.03%
15,580
-40,667
530
$447K 0.03%
29,452
531
$446K 0.03%
17,382
-6,532
532
$444K 0.03%
10,567
-46
533
$443K 0.03%
8,106
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534
$438K 0.02%
4,766
-147
535
$436K 0.02%
16,411
536
$435K 0.02%
4,558
+28
537
$428K 0.02%
2,617
-133
538
$427K 0.02%
3,135
-5,129
539
$427K 0.02%
8,621
-600
540
$426K 0.02%
3,650
-1,162
541
$426K 0.02%
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542
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543
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4,455
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544
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2,053
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545
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+14,958
546
$420K 0.02%
+4,590
547
$417K 0.02%
11,781
548
$417K 0.02%
+14,202
549
$416K 0.02%
25,544
+6,020
550
$414K 0.02%
6,682
+280
20 21
22
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