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
201
$842K 0.11%
9,430
+275
202
$830K 0.11%
+43,072
203
$829K 0.11%
9,527
+1,431
204
$824K 0.11%
5,798
+745
205
$824K 0.11%
21,940
-800
206
$816K 0.11%
19,382
+4,610
207
$805K 0.11%
8,474
+104
208
$787K 0.11%
60,946
-12,150
209
$784K 0.11%
55,803
+4,011
210
$777K 0.1%
12,776
+744
211
$775K 0.1%
6,680
+144
212
$759K 0.1%
9,347
+1,623
213
$759K 0.1%
14,398
+1,505
214
$754K 0.1%
10,259
+202
215
$747K 0.1%
5,382
+2,504
216
$733K 0.1%
6,489
+3,466
217
$732K 0.1%
14,744
+3,516
218
$728K 0.1%
7,861
+170
219
$715K 0.1%
4,744
-45
220
$710K 0.1%
9,727
+1,692
221
$705K 0.1%
48,385
-478
222
$702K 0.09%
28,525
+1,239
223
$701K 0.09%
10,215
+2,487
224
$695K 0.09%
4,663
-133
225
$691K 0.09%
8,599
+3,388
7 8
9
10 11