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
676
$669K 0.01%
246,860
+1,180
677
$666K 0.01%
5,543
-61
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$661K 0.01%
4,187
-397
679
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+27,634
680
$653K 0.01%
2,179
-441
681
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31,200
-6,129
682
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6,101
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683
$646K 0.01%
8,870
-2,253
684
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36,417
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685
$640K 0.01%
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686
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687
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6,004
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688
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4,697
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689
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1,909
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690
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2,840
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691
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695
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21,689
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8,955
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697
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2,000
-8,485
698
$622K 0.01%
33,245
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699
$621K 0.01%
11,601
700
$620K 0.01%
16,417
-634
26 27
28
29 30