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
151
$8.54M 0.14%
120,657
+47,528
152
$8.49M 0.14%
19,991
-415
153
$8.49M 0.14%
331,971
+10,867
154
$8.45M 0.14%
287,536
+229,378
155
$8.45M 0.14%
345,060
-97,406
156
$8.44M 0.14%
116,132
+6,750
157
$8.4M 0.14%
31,170
+20,458
158
$8.31M 0.14%
394,633
+53,390
159
$8.31M 0.14%
103,719
+68,603
160
$8.28M 0.14%
204,463
+10,461
161
$8.14M 0.14%
17,569
-1,050
162
$8.09M 0.14%
73,603
-2,532
163
$7.94M 0.13%
359,281
-4,491
164
$7.93M 0.13%
7,555
-7,197
165
$7.86M 0.13%
110,242
+20,387
166
$7.85M 0.13%
271,419
+11,364
167
$7.79M 0.13%
24,417
+226
168
$7.76M 0.13%
114,999
-152
169
$7.69M 0.13%
151,473
+24,186
170
$7.6M 0.13%
152,697
+63,895
171
$7.57M 0.13%
199,469
+175,076
172
$7.51M 0.13%
256,525
-2,129
173
$7.47M 0.13%
66,298
+14,399
174
$7.39M 0.13%
141,994
+99,501
175
$7.39M 0.13%
117,721
+25,740
5 6
7
8 9