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
601
$932K 0.02%
27,711
+1,967
602
$929K 0.02%
27,787
-3,880
603
$926K 0.02%
40,550
-155
604
$924K 0.02%
40,208
+635
605
$922K 0.02%
2,716
-73
606
$922K 0.02%
27,210
-143
607
$917K 0.02%
29,774
+9,849
608
$914K 0.02%
6,736
+48
609
$911K 0.02%
22,524
-2,367
610
$905K 0.02%
41,694
-41,273
611
$902K 0.02%
17,159
-2,269
612
$899K 0.02%
16,975
-2,510
613
$898K 0.02%
7,422
+150
614
$895K 0.02%
13,175
-1,558
615
$895K 0.02%
9,010
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616
$893K 0.02%
29,367
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617
$893K 0.02%
4,731
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618
$890K 0.02%
21,665
+13,342
619
$884K 0.02%
20,235
-220
620
$879K 0.01%
73,693
+32,222
621
$879K 0.01%
6,867
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622
$877K 0.01%
49,037
-29,841
623
$877K 0.01%
4,710
-3,474
624
$873K 0.01%
12,491
+413
625
$871K 0.01%
5,250
-4,355
23 24
25
26 27