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
951
$295K 0.01%
9,765
952
$294K 0.01%
+3,207
953
$294K 0.01%
6,027
-232
954
$294K 0.01%
31,771
-2,663
955
$293K 0.01%
24,163
+2,042
956
$292K ﹤0.01%
+22,437
957
$292K ﹤0.01%
9,130
+794
958
$291K ﹤0.01%
5,540
+87
959
$289K ﹤0.01%
3,447
-2,124
960
$288K ﹤0.01%
6,155
+62
961
$286K ﹤0.01%
19,568
-4,881
962
$285K ﹤0.01%
+2,711
963
$283K ﹤0.01%
2,791
-248
964
$281K ﹤0.01%
1,625
+63
965
$281K ﹤0.01%
11,284
-4,500
966
$281K ﹤0.01%
6,811
-20
967
$281K ﹤0.01%
4,733
968
$280K ﹤0.01%
20,126
+9,160
969
$278K ﹤0.01%
10,649
-1,309
970
$278K ﹤0.01%
+1,928
971
$278K ﹤0.01%
1,660
+8
972
$276K ﹤0.01%
11,821
973
$276K ﹤0.01%
3,090
-105
974
$275K ﹤0.01%
11,700
+1,033
975
$275K ﹤0.01%
485
-13
37 38
39
40 41