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
126
$9.36M 0.16%
116,605
-3,526
127
$9.34M 0.16%
245,410
+18,929
128
$9.31M 0.16%
72,219
+2,421
129
$9.31M 0.16%
41,951
-10,623
130
$9.29M 0.16%
188,581
-9,626
131
$9.28M 0.16%
118,873
+4,328
132
$9.25M 0.16%
41,402
-985
133
$9.22M 0.16%
30,832
-8,189
134
$9.21M 0.16%
39,569
+1,054
135
$9.19M 0.16%
208,927
+9,266
136
$9.19M 0.16%
148,218
+11,878
137
$9.16M 0.16%
62,995
-144
138
$9.16M 0.16%
110,797
-506
139
$9.05M 0.15%
178,620
+17,174
140
$9.05M 0.15%
29,523
+386
141
$9.04M 0.15%
340,868
+13,299
142
$9.01M 0.15%
29,651
+1,657
143
$8.93M 0.15%
30,302
-26,993
144
$8.79M 0.15%
182,749
-54,073
145
$8.78M 0.15%
191,134
+7,499
146
$8.77M 0.15%
161,199
+28,106
147
$8.76M 0.15%
137,072
-12,076
148
$8.63M 0.15%
27,997
-38
149
$8.62M 0.15%
30,799
-1,182
150
$8.61M 0.15%
48,705
-1,256
4 5
6
7 8