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
1151
$47.2K ﹤0.01%
+14,000
1152
$43.6K ﹤0.01%
32,525
+15,000
1153
$42.3K ﹤0.01%
+11,300
1154
$39.2K ﹤0.01%
19,323
-2,750
1155
$39.2K ﹤0.01%
20,012
+10,000
1156
$30.2K ﹤0.01%
+1,430
1157
$15K ﹤0.01%
+1,242
1158
$14.9K ﹤0.01%
10,496
1159
$9.88K ﹤0.01%
10,000
1160
$8.66K ﹤0.01%
11,210
1161
– –
-11,456
1162
– –
-10,609
1163
– –
-10,531
1164
– –
-6,821
1165
– –
-21,596
1166
– –
-6,407
1167
– –
-9,776
1168
– –
-7,937
1169
– –
-3,771
1170
– –
-55,296
1171
– –
-28,349
1172
– –
-30,595
1173
– –
-30,000
1174
– –
-33,708
1175
– –
-6,049
45 46
47
48 49