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
876
$370K 0.01%
2,482
-12
877
$368K 0.01%
2,881
+60
878
$366K 0.01%
12,473
+151
879
$364K 0.01%
+1,081
880
$363K 0.01%
5,266
-138
881
$362K 0.01%
1,055
-13
882
$361K 0.01%
3,754
-25
883
$360K 0.01%
20,687
+5,119
884
$358K 0.01%
+3,201
885
$355K 0.01%
+6,422
886
$355K 0.01%
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887
$352K 0.01%
7,473
888
$352K 0.01%
5,892
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889
$351K 0.01%
3,524
-27,441
890
$350K 0.01%
1,514
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891
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3,477
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893
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894
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28,250
895
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896
$342K 0.01%
7,926
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897
$341K 0.01%
3,377
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898
$340K 0.01%
14,103
+8
899
$339K 0.01%
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900
$337K 0.01%
8,660
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34 35
36
37 38