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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
951
-1,782
952
-15,404
953
-47,158
954
-2,971
955
-1,906
956
-57,333
957
-19,668
958
-17,148
959
-2,198
960
-16,750
961
-2,851
962
-16,342
963
-13,550
964
-16,331
965
-19,401
966
-58,815
967
-30,554
968
-8,244
969
-53,818
970
-11,144
971
-107,324