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
801
$453K 0.01%
86,386
-136,695
802
$453K 0.01%
+16,355
803
$449K 0.01%
12,047
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804
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595
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17,313
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806
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11,170
807
$447K 0.01%
3,397
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808
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16,861
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13,642
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810
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811
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812
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5,878
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813
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814
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2,420
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815
$443K 0.01%
8,837
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816
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817
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818
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12,520
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12,041
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821
$432K 0.01%
34,043
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$432K 0.01%
9,074
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823
$431K 0.01%
191,597
+16,502
824
$428K 0.01%
3,381
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825
$427K 0.01%
18,379
+286
31 32
33
34 35