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
126
$1.5M 0.2%
17,723
+4,592
127
$1.49M 0.2%
16,799
+5,884
128
$1.49M 0.2%
46,649
-19,419
129
$1.48M 0.2%
6,608
+4,204
130
$1.48M 0.2%
8,068
+790
131
$1.47M 0.2%
30,395
+2,738
132
$1.47M 0.2%
38,088
-5,152
133
$1.47M 0.2%
8,507
+407
134
$1.47M 0.2%
24,701
+7,689
135
$1.45M 0.2%
248,926
+205,828
136
$1.43M 0.19%
34,731
-898
137
$1.41M 0.19%
26,856
+1,710
138
$1.39M 0.19%
52,851
+558
139
$1.38M 0.19%
12,974
+5,223
140
$1.37M 0.19%
27,498
+3,610
141
$1.36M 0.18%
52,950
-26,138
142
$1.36M 0.18%
76,377
+3,974
143
$1.35M 0.18%
29,935
-17,166
144
$1.33M 0.18%
130,422
+7,296
145
$1.31M 0.18%
19,467
+4,138
146
$1.31M 0.18%
38,943
+61
147
$1.31M 0.18%
43,622
+19,712
148
$1.29M 0.17%
195,440
-24,240
149
$1.28M 0.17%
37,103
+2,396
150
$1.28M 0.17%
17,276
+1,843
4 5
6
7 8