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
526
$1.27M 0.02%
13,981
+363
527
$1.27M 0.02%
13,967
-1,499
528
$1.26M 0.02%
53,744
-515
529
$1.26M 0.02%
60,172
-5,051
530
$1.26M 0.02%
5,923
531
$1.25M 0.02%
17,110
+165
532
$1.25M 0.02%
34,200
-18,405
533
$1.25M 0.02%
30,845
-630
534
$1.24M 0.02%
49,905
-1,014
535
$1.24M 0.02%
41,537
-198
536
$1.24M 0.02%
34,660
+22
537
$1.24M 0.02%
11,040
-546
538
$1.22M 0.02%
2,148
-173
539
$1.22M 0.02%
27,739
-2,167
540
$1.22M 0.02%
12,545
+463
541
$1.21M 0.02%
1,537
+22
542
$1.19M 0.02%
77,215
+18,216
543
$1.19M 0.02%
2,659
-46
544
$1.18M 0.02%
12,989
+7,250
545
$1.17M 0.02%
3,740
+731
546
$1.15M 0.02%
4,589
+1,005
547
$1.15M 0.02%
14,460
-634
548
$1.15M 0.02%
30,629
+6,342
549
$1.15M 0.02%
22,728
-2,967
550
$1.14M 0.02%
8,064
+260
20 21
22
23 24