KWM

Kingsview Wealth Management Portfolio holdings

AUM $7.32B
1-Year Est. Return 16.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.09%
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 4.64%
4 Healthcare 4.2%
5 Industrials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
– –
-7,369
1202
– –
-96,114
1203
– –
-8,711
1204
– –
-14,661
1205
– –
-93,849
1206
– –
-3,472
1207
– –
-13,000
1208
– –
-7,937
1209
– –
-6,049
1210
– –
-2,036
1211
– –
-17,184
1212
– –
-51,138
1213
– –
-6,454
1214
– –
-371
1215
– –
-6,267
1216
– –
-30,924
1217
– –
-7,540
1218
– –
-27,829
1219
– –
-70,746
1220
– –
-13,690
1221
– –
-6,859
1222
– –
-43,807
1223
– –
-555
1224
– –
-47,078
1225
– –
-1,982
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