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
176
$7.39M 0.13%
81,259
-2,535
177
$7.27M 0.12%
144,599
-24,735
178
$7.23M 0.12%
44,945
-176,287
179
$7.21M 0.12%
172,430
-7,234
180
$7.19M 0.12%
80,736
+4,314
181
$7.17M 0.12%
225,487
+7,620
182
$7.16M 0.12%
112,848
+76,054
183
$7.12M 0.12%
53,901
-28,284
184
$7.11M 0.12%
19,917
-2,310
185
$7.1M 0.12%
289,320
+746
186
$6.98M 0.12%
4,588
-97
187
$6.95M 0.12%
251,692
+41,769
188
$6.91M 0.12%
160,767
+6,226
189
$6.84M 0.12%
+216,115
190
$6.82M 0.12%
123,797
+16,981
191
$6.75M 0.11%
+45,747
192
$6.75M 0.11%
10,170
+244
193
$6.71M 0.11%
132,461
+651
194
$6.71M 0.11%
548,152
+52,481
195
$6.64M 0.11%
260,519
+11,819
196
$6.41M 0.11%
185,853
+152,679
197
$6.38M 0.11%
101,640
-2,360
198
$6.34M 0.11%
79,124
-191
199
$6.22M 0.11%
308,756
-12,587
200
$6.2M 0.1%
235,612
+43,827
6 7
8
9 10