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
576
$1.04M 0.02%
3,646
-111
577
$1.04M 0.02%
18,007
+14,217
578
$1.04M 0.02%
13,191
+849
579
$1.04M 0.02%
42,485
580
$1.04M 0.02%
12,491
-1,098
581
$1.03M 0.02%
4,343
-133
582
$1.03M 0.02%
38,908
+2,582
583
$1.03M 0.02%
17,148
+1,076
584
$1.03M 0.02%
19,769
+3,153
585
$1.02M 0.02%
7,613
-3,643
586
$1.02M 0.02%
14,347
-1,118
587
$1.01M 0.02%
3,227
+3
588
$1.01M 0.02%
5,347
+2,591
589
$1M 0.02%
41,194
-682
590
$996K 0.02%
19,783
+2,274
591
$992K 0.02%
27,222
+1,672
592
$983K 0.02%
3,157
+2
593
$975K 0.02%
8,571
+365
594
$966K 0.02%
4,316
+1,549
595
$965K 0.02%
22,221
+272
596
$962K 0.02%
10,128
+9
597
$962K 0.02%
26,738
-27
598
$949K 0.02%
18,000
599
$940K 0.02%
4,810
+37
600
$933K 0.02%
24,453
22 23
24
25 26