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
1126
$143K ﹤0.01%
15,150
1127
$143K ﹤0.01%
10,396
-4,241
1128
$135K ﹤0.01%
+11,356
1129
$134K ﹤0.01%
14,607
-252
1130
$132K ﹤0.01%
13,629
1131
$132K ﹤0.01%
+30,182
1132
$127K ﹤0.01%
10,130
1133
$123K ﹤0.01%
14,565
+4,345
1134
$122K ﹤0.01%
11,000
1135
$116K ﹤0.01%
23,361
-105,410
1136
$111K ﹤0.01%
12,842
1137
$109K ﹤0.01%
10,313
-32,418
1138
$107K ﹤0.01%
12,120
1139
$97.4K ﹤0.01%
24,000
1140
$89.7K ﹤0.01%
10,000
1141
$89.6K ﹤0.01%
+12,187
1142
$81.5K ﹤0.01%
14,181
1143
$81.2K ﹤0.01%
10,000
-160
1144
$76.6K ﹤0.01%
10,000
1145
$67.5K ﹤0.01%
13,065
1146
$64.7K ﹤0.01%
39,949
+254
1147
$62K ﹤0.01%
28,295
+4,175
1148
$61.8K ﹤0.01%
+25,000
1149
$61.4K ﹤0.01%
26,000
1150
$58.8K ﹤0.01%
18,490
-18
44 45
46
47 48