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
$1.76B
AUM Growth
+$378M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$16.9M
3
+$14.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$8.38M

Top Sells

1
+$9.74M
2
+$6.47M
3
+$4.85M
4
GLD icon
SPDR Gold Trust
GLD
+$4.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.77M

Sector Composition

1 Technology 13.65%
2 Financials 7.58%
3 Consumer Discretionary 7.48%
4 Healthcare 6.82%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$245K 0.01%
3,356
-514
702
$244K 0.01%
3,244
-351
703
$244K 0.01%
+9,358
704
$243K 0.01%
5,553
-2,629
705
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706
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+1,065
707
$239K 0.01%
1,147
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708
$238K 0.01%
2,751
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4,359
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710
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711
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712
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10,936
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713
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714
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715
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626
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716
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719
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8,018
-29
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721
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722
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3,643
-11
723
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2,749
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724
$232K 0.01%
+2,157
725
$232K 0.01%
+20,226
27 28
29
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