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
901
$333K 0.01%
+28,560
902
$333K 0.01%
55,989
+115
903
$332K 0.01%
+15,306
904
$331K 0.01%
1,767
-2
905
$331K 0.01%
1,393
-61
906
$331K 0.01%
6,051
907
$330K 0.01%
100,060
908
$323K 0.01%
5,538
+229
909
$323K 0.01%
+4,747
910
$322K 0.01%
3,949
-1,059
911
$321K 0.01%
3,563
-3,502
912
$321K 0.01%
6,638
+702
913
$321K 0.01%
+2,928
914
$318K 0.01%
11,089
915
$318K 0.01%
2,926
+50
916
$318K 0.01%
4,261
-947
917
$317K 0.01%
2,099
-26
918
$316K 0.01%
9,038
-285
919
$316K 0.01%
3,036
-78
920
$316K 0.01%
2,001
-473
921
$315K 0.01%
4,481
-1,416
922
$314K 0.01%
10,424
-379
923
$314K 0.01%
+6,867
924
$313K 0.01%
+15,965
925
$312K 0.01%
4,115
-79
35 36
37
38 39