KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$741M
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$5.94M
3
+$4.98M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.69M
5
AMZN icon
Amazon
AMZN
+$2.5M

Top Sells

1
+$6.73M
2
+$4.47M
3
+$4.08M
4
HD icon
Home Depot
HD
+$3.6M
5
MA icon
Mastercard
MA
+$3.37M

Sector Composition

1 Technology 13.44%
2 Healthcare 9.02%
3 Consumer Discretionary 7.06%
4 Financials 6.02%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.05M 0.28%
23,971
+1,312
102
$2.04M 0.27%
16,588
+8,748
103
$2.02M 0.27%
16,334
-639
104
$1.98M 0.27%
44,704
+3,721
105
$1.95M 0.26%
30,972
+14,934
106
$1.89M 0.25%
11,545
+4,026
107
$1.86M 0.25%
94,226
-3,072
108
$1.83M 0.25%
32,575
+1,275
109
$1.76M 0.24%
85,959
-43,178
110
$1.76M 0.24%
73,496
+2,043
111
$1.75M 0.24%
21,595
+4,263
112
$1.74M 0.24%
45,091
+14,585
113
$1.73M 0.23%
71,047
+48,911
114
$1.71M 0.23%
28,882
+13,105
115
$1.7M 0.23%
7,051
-13,954
116
$1.68M 0.23%
21,090
+3,007
117
$1.68M 0.23%
31,318
+2,110
118
$1.67M 0.23%
24,733
+15,519
119
$1.67M 0.23%
17,846
+2,518
120
$1.66M 0.22%
57,881
+19,891
121
$1.55M 0.21%
73,214
+4,505
122
$1.55M 0.21%
24,933
+13,417
123
$1.52M 0.21%
29,882
-3,650
124
$1.51M 0.2%
+11,900
125
$1.5M 0.2%
7,702
+1,313
3 4
5
6 7