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
976
$274K ﹤0.01%
4,880
-9,330
977
$273K ﹤0.01%
3,719
978
$273K ﹤0.01%
32,687
+937
979
$271K ﹤0.01%
260
980
$270K ﹤0.01%
+9,008
981
$270K ﹤0.01%
37,128
-50,878
982
$268K ﹤0.01%
+14,908
983
$267K ﹤0.01%
+2,277
984
$266K ﹤0.01%
12,729
-92
985
$266K ﹤0.01%
+2,694
986
$266K ﹤0.01%
14,513
+1,889
987
$266K ﹤0.01%
5,210
-60
988
$265K ﹤0.01%
+5,292
989
$265K ﹤0.01%
7,753
+194
990
$265K ﹤0.01%
13,978
-2,697
991
$264K ﹤0.01%
2,486
+74
992
$264K ﹤0.01%
7,036
+45
993
$263K ﹤0.01%
+4,601
994
$262K ﹤0.01%
12,597
+175
995
$262K ﹤0.01%
8,191
996
$261K ﹤0.01%
2,655
-205
997
$260K ﹤0.01%
8,030
+7
998
$260K ﹤0.01%
3,270
+299
999
$260K ﹤0.01%
158,400
-19,561
1000
$259K ﹤0.01%
1,506
-144
38 39
40
41 42