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
1026
$245K ﹤0.01%
3,878
-2,962
1027
$244K ﹤0.01%
8,360
+644
1028
$244K ﹤0.01%
3,166
-33
1029
$244K ﹤0.01%
4,372
-949
1030
$243K ﹤0.01%
1,115
-100
1031
$241K ﹤0.01%
2,102
-180
1032
$241K ﹤0.01%
4,906
+464
1033
$240K ﹤0.01%
6,202
-920
1034
$239K ﹤0.01%
+2,672
1035
$238K ﹤0.01%
7,119
1036
$238K ﹤0.01%
15,611
1037
$238K ﹤0.01%
+7,295
1038
$237K ﹤0.01%
665
+6
1039
$237K ﹤0.01%
+7,371
1040
$237K ﹤0.01%
14,112
+1,041
1041
$237K ﹤0.01%
+5,061
1042
$236K ﹤0.01%
7,761
+46
1043
$235K ﹤0.01%
5,068
-940
1044
$235K ﹤0.01%
3,592
+137
1045
$233K ﹤0.01%
21,891
-1,025
1046
$233K ﹤0.01%
5,815
-3,694
1047
$231K ﹤0.01%
+2,770
1048
$231K ﹤0.01%
5,093
+200
1049
$231K ﹤0.01%
3,040
-941
1050
$230K ﹤0.01%
5,882
-89
40 41
42
43 44