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KWM

Kingsview Wealth Management Portfolio holdings

AUM $7.32B
1-Year Est. Return 16.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Consumer Discretionary 8.69%
3 Healthcare 7.72%
4 Financials 6.35%
5 Industrials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$13K ﹤0.01%
16,425
-550
602
$10K ﹤0.01%
10,445
603
$5K ﹤0.01%
8
604
$5K ﹤0.01%
11,000
-1,000
605
-4,943
606
0
607
-2,098
608
-11,688
609
-2,498
610
-16,030
611
-19,074
612
-10,049
613
-1,400
614
-16,105
615
-2,880
616
-3,672
617
-5,952
618
-6,246
619
-3,545
620
-2,625
621
-1,813
622
-21,446
623
-14,261
624
-49,525
625
-5,166