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
1051
$230K ﹤0.01%
20,054
+266
1052
$230K ﹤0.01%
+1,459
1053
$230K ﹤0.01%
+8,599
1054
$229K ﹤0.01%
39,426
+50
1055
$229K ﹤0.01%
+4,279
1056
$229K ﹤0.01%
4,650
-275
1057
$228K ﹤0.01%
+789
1058
$228K ﹤0.01%
2,460
-616
1059
$228K ﹤0.01%
+2,261
1060
$227K ﹤0.01%
+3,741
1061
$227K ﹤0.01%
2,560
-28,239
1062
$226K ﹤0.01%
+7,433
1063
$226K ﹤0.01%
+4,630
1064
$225K ﹤0.01%
+8,759
1065
$222K ﹤0.01%
499
-46
1066
$222K ﹤0.01%
+3,486
1067
$222K ﹤0.01%
+6,796
1068
$221K ﹤0.01%
8,998
-722
1069
$221K ﹤0.01%
3,539
+44
1070
$220K ﹤0.01%
3,748
-8,330
1071
$220K ﹤0.01%
+8,000
1072
$219K ﹤0.01%
+583
1073
$217K ﹤0.01%
+8,682
1074
$217K ﹤0.01%
+8,574
1075
$217K ﹤0.01%
+5,218
41 42
43
44 45