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
51
$20.3M 0.34%
356,626
+54,823
52
$19.9M 0.34%
56,082
-4,168
53
$19.3M 0.33%
238,902
+34,930
54
$18.8M 0.32%
173,092
+23,148
55
$17.5M 0.3%
116,224
-3,597
56
$17.5M 0.3%
173,840
-1,109,921
57
$17.4M 0.29%
420,328
+68,920
58
$17.4M 0.29%
121,273
+17,729
59
$17.3M 0.29%
84,423
-823
60
$17.1M 0.29%
533,353
+181,900
61
$16.9M 0.29%
57,922
-2,307
62
$16.6M 0.28%
200,866
+4,946
63
$15.9M 0.27%
147,223
+4,910
64
$15.7M 0.27%
49,526
+1,992
65
$15.7M 0.27%
199,588
-3,766
66
$15.5M 0.26%
24,950
+2,176
67
$15.4M 0.26%
104,500
+18,179
68
$15.2M 0.26%
85,674
-114
69
$15.1M 0.26%
49,466
+516
70
$14.6M 0.25%
95,885
+19,909
71
$14.5M 0.25%
496,204
+33,435
72
$14.2M 0.24%
536,291
+44,542
73
$14M 0.24%
103,856
-5,154
74
$14M 0.24%
302,553
+56,760
75
$13.8M 0.23%
31,377
+498
1 2
3
4 5