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
801
$33K ﹤0.01%
+11,750
802
$27K ﹤0.01%
+15,100
803
$25K ﹤0.01%
+13,578
804
$24K ﹤0.01%
10,445
805
$24K ﹤0.01%
15,000
-4,000
806
$15K ﹤0.01%
+1,379
807
$13K ﹤0.01%
11,000
808
$10K ﹤0.01%
+10,000
809
– –
-15,158
810
– –
-8,478
811
– –
-15,028
812
– –
-5,400
813
– –
-10,361
814
– –
-20,566
815
– –
-9,815
816
– –
-8,216
817
– –
-40,681
818
– –
-10,504
819
– –
-5,618
820
– –
-13,132
821
– –
-846
822
– –
-8,121
823
– –
-2,190
824
– –
-14,202
825
– –
-28,530
31 32
33
34 35