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
176
$994K 0.13%
22,125
-87
177
$992K 0.13%
20,576
-833
178
$988K 0.13%
11,095
-1,917
179
$984K 0.13%
76,428
-588
180
$983K 0.13%
21,260
-66
181
$976K 0.13%
10,499
+391
182
$970K 0.13%
11,766
+5,017
183
$952K 0.13%
3,621
+327
184
$943K 0.13%
6,020
+259
185
$942K 0.13%
15,951
-13,138
186
$941K 0.13%
28,405
+6,512
187
$940K 0.13%
18,918
-7,455
188
$934K 0.13%
12,494
+8,444
189
$933K 0.13%
11,108
+1,349
190
$927K 0.13%
16,732
-121,478
191
$926K 0.13%
32,218
+3,826
192
$910K 0.12%
11,810
+5,945
193
$886K 0.12%
9,160
+2,222
194
$885K 0.12%
3,739
-864
195
$875K 0.12%
7,663
+1,153
196
$871K 0.12%
8,786
-800
197
$869K 0.12%
10,871
+5,151
198
$857K 0.12%
+29,530
199
$854K 0.12%
14,109
-801
200
$844K 0.11%
15,779
-4,852
6 7
8
9 10