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
1001
$258K ﹤0.01%
7,643
+220
1002
$258K ﹤0.01%
+10,841
1003
$258K ﹤0.01%
5,850
1004
$257K ﹤0.01%
+1,277
1005
$256K ﹤0.01%
1,924
-18
1006
$256K ﹤0.01%
5,721
-573
1007
$255K ﹤0.01%
+10,199
1008
$255K ﹤0.01%
8,109
+434
1009
$255K ﹤0.01%
4,002
+60
1010
$255K ﹤0.01%
2,364
-2,699
1011
$255K ﹤0.01%
4,635
-5,852
1012
$254K ﹤0.01%
2,763
+163
1013
$254K ﹤0.01%
1,437
+41
1014
$253K ﹤0.01%
6,203
+580
1015
$252K ﹤0.01%
10,925
1016
$252K ﹤0.01%
+4,180
1017
$250K ﹤0.01%
+2,247
1018
$249K ﹤0.01%
+2,532
1019
$249K ﹤0.01%
9,145
+398
1020
$248K ﹤0.01%
13,436
-87
1021
$247K ﹤0.01%
9,568
1022
$247K ﹤0.01%
+10,535
1023
$247K ﹤0.01%
11,357
-643
1024
$246K ﹤0.01%
+3,569
1025
$245K ﹤0.01%
4,901
39 40
41
42 43