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
76
$13.7M 0.23%
172,515
-30,938
77
$13.6M 0.23%
260,687
+1,178
78
$13.4M 0.23%
442,884
+1,639
79
$13.3M 0.23%
161,149
+40,268
80
$13.3M 0.23%
83,716
+1,963
81
$13.2M 0.22%
62,720
-14,776
82
$13M 0.22%
70,123
+1,434
83
$12.6M 0.21%
127,851
+22,245
84
$12.5M 0.21%
39,919
+30,617
85
$12.2M 0.21%
70,635
+11,981
86
$12.2M 0.21%
47,618
-11,089
87
$11.8M 0.2%
32,209
+2,396
88
$11.8M 0.2%
35,552
-941
89
$11.5M 0.19%
86,286
+18,456
90
$11.2M 0.19%
40,251
-1,334
91
$11.1M 0.19%
81,780
+116
92
$10.9M 0.19%
81,976
+55,116
93
$10.8M 0.18%
432,123
-3,741
94
$10.7M 0.18%
300,580
-86
95
$10.6M 0.18%
44,622
+147
96
$10.6M 0.18%
182,632
+123,240
97
$10.5M 0.18%
92,186
-33,019
98
$10.5M 0.18%
153,279
-7,046
99
$10.4M 0.18%
182,877
-43,286
100
$10.3M 0.18%
149,014
+3,684
2 3
4
5 6