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
151
$1.27M 0.17%
38,095
-6,109
152
$1.25M 0.17%
110,130
+23,256
153
$1.23M 0.17%
22,570
+2,170
154
$1.2M 0.16%
26,159
+7,710
155
$1.19M 0.16%
8,264
+463
156
$1.19M 0.16%
10,401
-507
157
$1.19M 0.16%
50,100
-98,000
158
$1.18M 0.16%
16,480
-258
159
$1.16M 0.16%
51,683
+43,718
160
$1.16M 0.16%
6,453
+4,126
161
$1.16M 0.16%
7,916
+3,616
162
$1.15M 0.15%
29,288
-10,400
163
$1.13M 0.15%
8,850
+1,295
164
$1.11M 0.15%
+13,672
165
$1.09M 0.15%
18,780
-5,940
166
$1.09M 0.15%
18,684
+8,924
167
$1.09M 0.15%
8,214
+2,878
168
$1.08M 0.15%
10,172
+553
169
$1.07M 0.14%
3,769
+912
170
$1.06M 0.14%
41,456
-22,011
171
$1.05M 0.14%
23,129
+327
172
$1.05M 0.14%
14,551
+3,930
173
$1.03M 0.14%
6,629
+1,761
174
$1.01M 0.14%
44,494
+2,757
175
$1M 0.14%
111,753
+94,958
5 6
7
8 9