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
751
$525K 0.01%
7,717
+821
752
$524K 0.01%
3,003
+589
753
$523K 0.01%
6,212
-516
754
$521K 0.01%
3,220
+1,334
755
$520K 0.01%
5,070
-191
756
$519K 0.01%
102,638
+85,598
757
$519K 0.01%
3,918
-24
758
$516K 0.01%
107,559
+3,163
759
$516K 0.01%
3,925
-23
760
$514K 0.01%
621
+215
761
$514K 0.01%
5,513
+7
762
$514K 0.01%
9,584
+55
763
$513K 0.01%
3,141
-1,225
764
$511K 0.01%
8,651
-1,453
765
$509K 0.01%
1,451
-124
766
$509K 0.01%
5,579
+544
767
$507K 0.01%
12,760
-199
768
$506K 0.01%
4,172
-1,244
769
$506K 0.01%
24,685
-6
770
$505K 0.01%
+13,256
771
$499K 0.01%
6,210
+509
772
$499K 0.01%
29,779
+4,512
773
$496K 0.01%
10,304
-2,530
774
$493K 0.01%
19,650
-900
775
$490K 0.01%
4,324
-4,038
29 30
31
32 33