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
851
$398K 0.01%
9,734
+661
852
$397K 0.01%
1,413
-5
853
$395K 0.01%
2,353
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854
$394K 0.01%
11,449
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855
$392K 0.01%
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856
$391K 0.01%
2,756
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857
$391K 0.01%
13,871
858
$389K 0.01%
776
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859
$389K 0.01%
28,863
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7,004
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861
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9,593
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863
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$385K 0.01%
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865
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866
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871
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872
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873
$373K 0.01%
2,265
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874
$371K 0.01%
1,911
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875
$371K 0.01%
12,182
33 34
35
36 37