KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$741M
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$5.94M
3
+$4.98M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.69M
5
AMZN icon
Amazon
AMZN
+$2.5M

Top Sells

1
+$6.73M
2
+$4.47M
3
+$4.08M
4
HD icon
Home Depot
HD
+$3.6M
5
MA icon
Mastercard
MA
+$3.37M

Sector Composition

1 Technology 13.44%
2 Healthcare 9.02%
3 Consumer Discretionary 7.06%
4 Financials 6.02%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.77M 0.37%
33,544
+15,212
77
$2.76M 0.37%
32,103
+16,250
78
$2.7M 0.36%
57,194
-9,432
79
$2.69M 0.36%
24,310
+20,997
80
$2.66M 0.36%
98,042
+980
81
$2.66M 0.36%
86,261
+244
82
$2.63M 0.35%
178,113
+22,398
83
$2.58M 0.35%
89,770
+4,610
84
$2.55M 0.34%
30,985
+5,974
85
$2.53M 0.34%
91,393
-9,630
86
$2.46M 0.33%
+85,122
87
$2.33M 0.31%
56,916
+13,157
88
$2.32M 0.31%
9,314
+3,604
89
$2.28M 0.31%
23,824
+7,735
90
$2.25M 0.3%
59,475
+27,216
91
$2.23M 0.3%
40,066
+11,142
92
$2.18M 0.29%
53,311
-828
93
$2.17M 0.29%
66,734
-8,203
94
$2.16M 0.29%
29,455
+6,972
95
$2.12M 0.29%
39,317
+9,467
96
$2.1M 0.28%
27,589
+10,260
97
$2.07M 0.28%
109,590
+18,730
98
$2.06M 0.28%
43,156
+4,077
99
$2.05M 0.28%
9,432
+4,052
100
$2.05M 0.28%
18,573
+8,049
2 3
4
5 6