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
651
$753K 0.01%
1,030
-125
652
$744K 0.01%
54,592
+20,962
653
$743K 0.01%
2,757
-278
654
$742K 0.01%
40,336
-87
655
$737K 0.01%
23,057
+3,602
656
$736K 0.01%
9,935
-40
657
$735K 0.01%
5,964
+661
658
$731K 0.01%
5,160
+45
659
$729K 0.01%
1
660
$727K 0.01%
1,355
+244
661
$725K 0.01%
13,430
-384
662
$723K 0.01%
3,656
-56
663
$721K 0.01%
34,060
+1,331
664
$718K 0.01%
4,413
-240
665
$717K 0.01%
+2,517
666
$716K 0.01%
+5,690
667
$716K 0.01%
26,005
+19,621
668
$710K 0.01%
1,852
+259
669
$704K 0.01%
7,011
+639
670
$693K 0.01%
14,597
+118
671
$692K 0.01%
63,403
+31,167
672
$685K 0.01%
14,555
+185
673
$681K 0.01%
25,106
+863
674
$676K 0.01%
11,599
+442
675
$671K 0.01%
41,910
-32,452
25 26
27
28 29