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
926
$312K 0.01%
5,049
927
$311K 0.01%
15,202
+1,364
928
$311K 0.01%
7,569
929
$310K 0.01%
1,248
+146
930
$310K 0.01%
11,471
-9
931
$309K 0.01%
3,199
-37
932
$308K 0.01%
604
+6
933
$308K 0.01%
19,384
-114
934
$307K 0.01%
+937
935
$306K 0.01%
5,977
+150
936
$305K 0.01%
5,560
-100
937
$305K 0.01%
2,565
-37
938
$305K 0.01%
2,770
-87
939
$304K 0.01%
+869
940
$304K 0.01%
+3,282
941
$302K 0.01%
10,358
-607
942
$302K 0.01%
2,927
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943
$301K 0.01%
12,868
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944
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1,824
-5,132
945
$298K 0.01%
2,978
-8,938
946
$298K 0.01%
19,055
-550
947
$298K 0.01%
13,084
+2,135
948
$298K 0.01%
7,770
949
$296K 0.01%
6,228
-125
950
$295K 0.01%
2,376
-49
36 37
38
39 40