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
1201
– –
-20,422
1202
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-47,005
1203
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-5,888
1204
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0
1205
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-30,924
1206
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-7,540
1207
– –
-27,829
1208
– –
-70,746
1209
– –
-13,690
1210
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-46,337
1211
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-5,162
1212
– –
-34,035
1213
– –
-4,987
1214
– –
-43,807
1215
– –
-143,313
1216
– –
-11,929
1217
– –
-555
1218
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-47,078
1219
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-1,982
1220
– –
-15,271
1221
– –
-1,708
1222
– –
-9,391
1223
– –
-959
1224
– –
-24,700
1225
– –
-56,436
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