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
726
$573K 0.01%
3,268
-143
727
$571K 0.01%
+11,971
728
$570K 0.01%
8,255
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729
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$564K 0.01%
10,830
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731
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2,338
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732
$561K 0.01%
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733
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735
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736
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5,286
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737
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5,193
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738
$558K 0.01%
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$555K 0.01%
7,582
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743
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744
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745
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9,165
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746
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748
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7,748
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$527K 0.01%
15,283
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750
$526K 0.01%
142
28 29
30
31 32