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
551
$1.13M 0.02%
59,330
+4,360
552
$1.13M 0.02%
25,822
-484
553
$1.13M 0.02%
10,274
+202
554
$1.12M 0.02%
7,303
+1,681
555
$1.12M 0.02%
4,105
+208
556
$1.11M 0.02%
22,058
+11,250
557
$1.11M 0.02%
6,431
+213
558
$1.11M 0.02%
15,743
-5,584
559
$1.1M 0.02%
22,106
560
$1.1M 0.02%
18,331
-1,354
561
$1.09M 0.02%
4,544
+50
562
$1.08M 0.02%
3,077
+1,359
563
$1.08M 0.02%
26,514
+7,457
564
$1.08M 0.02%
9,988
+196
565
$1.07M 0.02%
14,749
+2
566
$1.07M 0.02%
13,747
-262
567
$1.07M 0.02%
12,666
-8,116
568
$1.06M 0.02%
94,707
+9,222
569
$1.06M 0.02%
34,711
-1,432
570
$1.06M 0.02%
18,796
-364
571
$1.05M 0.02%
6,983
+1,333
572
$1.05M 0.02%
33,902
+862
573
$1.05M 0.02%
25,206
-4,150
574
$1.04M 0.02%
21,035
+4,080
575
$1.04M 0.02%
13,989
+3,566
21 22
23
24 25