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
$4.23B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$12.2M
3
+$11.4M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$9.41M
5
FANG icon
Diamondback Energy
FANG
+$8.58M

Top Sells

1
+$18.9M
2
+$11.2M
3
+$8.99M
4
NTAP icon
NetApp
NTAP
+$8.81M
5
ALB icon
Albemarle
ALB
+$7.56M

Sector Composition

1 Technology 13.88%
2 Consumer Discretionary 5.66%
3 Healthcare 5.5%
4 Financials 5.47%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
– –
-62,645
1127
– –
-18,311
1128
– –
-54,442
1129
– –
-46,931
1130
– –
-11,596
1131
– –
-79,102
1132
– –
-4,703
1133
– –
-10,160
1134
– –
-3,519
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