KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$741M
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$5.94M
3
+$4.98M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.69M
5
AMZN icon
Amazon
AMZN
+$2.5M

Top Sells

1
+$6.73M
2
+$4.47M
3
+$4.08M
4
HD icon
Home Depot
HD
+$3.6M
5
MA icon
Mastercard
MA
+$3.37M

Sector Composition

1 Technology 13.44%
2 Healthcare 9.02%
3 Consumer Discretionary 7.06%
4 Financials 6.02%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.81M 0.51%
107,979
+18,995
52
$3.76M 0.51%
77,170
+20,920
53
$3.75M 0.51%
59,672
+2,669
54
$3.73M 0.5%
18,693
+2,965
55
$3.73M 0.5%
38,559
+10,275
56
$3.71M 0.5%
43,296
+3,204
57
$3.69M 0.5%
+42,555
58
$3.69M 0.5%
122,267
-88,393
59
$3.67M 0.5%
96,672
+50,819
60
$3.65M 0.49%
117,690
+16,576
61
$3.59M 0.48%
35,882
+4,247
62
$3.55M 0.48%
177,095
-1,970
63
$3.53M 0.48%
60,820
+19,780
64
$3.48M 0.47%
101,247
+20,176
65
$3.39M 0.46%
62,570
+18,306
66
$3.37M 0.46%
24,685
+3,384
67
$3.33M 0.45%
12,869
+685
68
$3.22M 0.43%
24,036
+3,104
69
$3.14M 0.42%
28,529
+2,510
70
$3.03M 0.41%
10,613
+3,974
71
$2.98M 0.4%
64,612
+38,354
72
$2.98M 0.4%
50,000
73
$2.93M 0.4%
9,209
+2,239
74
$2.88M 0.39%
30,065
+2,304
75
$2.81M 0.38%
16,884
+7,242
1 2
3
4 5