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
1076
$217K ﹤0.01%
+5,294
1077
$216K ﹤0.01%
+4,985
1078
$216K ﹤0.01%
+4,637
1079
$215K ﹤0.01%
+5,109
1080
$214K ﹤0.01%
2,962
1081
$214K ﹤0.01%
1,577
+15
1082
$214K ﹤0.01%
4,138
+369
1083
$212K ﹤0.01%
5,711
+2
1084
$212K ﹤0.01%
2,320
-23
1085
$211K ﹤0.01%
+1,632
1086
$211K ﹤0.01%
+4,089
1087
$210K ﹤0.01%
+1,914
1088
$210K ﹤0.01%
1,112
-4,719
1089
$210K ﹤0.01%
+14,310
1090
$209K ﹤0.01%
3,765
+14
1091
$208K ﹤0.01%
19,823
-6,927
1092
$208K ﹤0.01%
12,444
-3,341
1093
$208K ﹤0.01%
+5,670
1094
$208K ﹤0.01%
+7,302
1095
$208K ﹤0.01%
+8,592
1096
$208K ﹤0.01%
14,473
1097
$207K ﹤0.01%
10,564
-411
1098
$207K ﹤0.01%
+3,837
1099
$207K ﹤0.01%
8,900
-43
1100
$207K ﹤0.01%
+7,943
42 43
44
45 46