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KWM

Kingsview Wealth Management Portfolio holdings

AUM $7.32B
1-Year Est. Return 16.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Sector Composition

1 Technology 16.52%
2 Consumer Discretionary 7.5%
3 Financials 7.21%
4 Healthcare 7.13%
5 Communication Services 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
-25,435
902
-5,056
903
-7,238
904
-25,227
905
-10,324
906
-1,440
907
-46,673
908
-10,000
909
-14,276
910
-5,429
911
-10,959
912
-11,041
913
-5,311
914
-3,946
915
-63,185
916
-2,867
917
-4,960
918
-7,928
919
-32,906
920
-3,608
921
-9,885
922
-7,129
923
-23,511
924
-2,264
925
-3,770