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
851
– –
-10,744
852
– –
-16,160
853
– –
-32,883
854
– –
-29,979
855
– –
-7,372
856
– –
-29,726
857
– –
-17,871
858
– –
-26,120
859
– –
-11,103
860
– –
-37,674
861
– –
-2,151
862
– –
-30,334
863
– –
-8,359
864
– –
-11,139
865
– –
-7,136
866
– –
-5,037
867
– –
-4,930
868
– –
-1,343
869
– –
-116,642
870
– –
-26,911
871
– –
-27,182
872
– –
-11,457
873
– –
-16,848
874
– –
-5,001
875
– –
-22,750
32 33 34
35
36