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
101
$10.2M 0.17%
53,710
-14,330
102
$10.2M 0.17%
97,779
+89,711
103
$10.1M 0.17%
161,199
-29,502
104
$10.1M 0.17%
207,002
-17,119
105
$9.98M 0.17%
167,026
-27,727
106
$9.97M 0.17%
113,001
+5,839
107
$9.94M 0.17%
108,226
+72,133
108
$9.93M 0.17%
81,863
+1,153
109
$9.93M 0.17%
188,150
-1,616
110
$9.85M 0.17%
35,331
+279
111
$9.8M 0.17%
146,860
+140,600
112
$9.8M 0.17%
85,851
+1,980
113
$9.77M 0.17%
54,928
-11,860
114
$9.74M 0.17%
89,156
+3,533
115
$9.69M 0.16%
78,873
-17,830
116
$9.64M 0.16%
101,460
+4,814
117
$9.62M 0.16%
237,014
-23,629
118
$9.57M 0.16%
69,583
+65,293
119
$9.5M 0.16%
451,202
+88,762
120
$9.5M 0.16%
24,423
-109
121
$9.48M 0.16%
42,877
-4,415
122
$9.45M 0.16%
23,295
+1,760
123
$9.42M 0.16%
89,355
+167
124
$9.39M 0.16%
68,366
+11,600
125
$9.36M 0.16%
253,557
+56,373
3 4
5
6 7