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
1101
$205K ﹤0.01%
+1,278
1102
$204K ﹤0.01%
+5,063
1103
$204K ﹤0.01%
+3,020
1104
$202K ﹤0.01%
+928
1105
$202K ﹤0.01%
+820
1106
$201K ﹤0.01%
+705
1107
$201K ﹤0.01%
+6,871
1108
$201K ﹤0.01%
11,148
+5
1109
$201K ﹤0.01%
7,316
1110
$200K ﹤0.01%
+4,199
1111
$199K ﹤0.01%
10,000
1112
$199K ﹤0.01%
14,493
+930
1113
$192K ﹤0.01%
17,952
-187
1114
$189K ﹤0.01%
19,046
-600
1115
$188K ﹤0.01%
84,425
1116
$181K ﹤0.01%
16,892
1117
$179K ﹤0.01%
50,000
1118
$178K ﹤0.01%
15,111
-2,462
1119
$175K ﹤0.01%
12,402
+486
1120
$173K ﹤0.01%
+26,912
1121
$170K ﹤0.01%
16,592
1122
$164K ﹤0.01%
+11,030
1123
$151K ﹤0.01%
29,091
+2,300
1124
$148K ﹤0.01%
83,179
1125
$146K ﹤0.01%
11,255
43 44
45
46 47