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
201
$6.18M 0.1%
50,018
+339
202
$6.17M 0.1%
243,409
+49,162
203
$6.1M 0.1%
140,903
+8,457
204
$6.09M 0.1%
139,184
+133,477
205
$6.05M 0.1%
11,470
-9,164
206
$6.04M 0.1%
98,604
+9,579
207
$6.03M 0.1%
21,391
-25
208
$6M 0.1%
104,233
+9,290
209
$5.97M 0.1%
122,174
+1,455
210
$5.93M 0.1%
115,203
+230
211
$5.93M 0.1%
50,253
+6,375
212
$5.91M 0.1%
74,287
-1,522
213
$5.9M 0.1%
49,731
+42,885
214
$5.87M 0.1%
60,344
-667
215
$5.84M 0.1%
36,662
+521
216
$5.83M 0.1%
70,752
-1,182
217
$5.75M 0.1%
52,690
-1,163
218
$5.75M 0.1%
206,385
-30,920
219
$5.71M 0.1%
300,449
+25,519
220
$5.67M 0.1%
14,335
+21
221
$5.62M 0.1%
118,761
+2,701
222
$5.6M 0.09%
41,073
-14,573
223
$5.56M 0.09%
24,163
-100
224
$5.5M 0.09%
42,619
+85
225
$5.46M 0.09%
77,167
+72,110
7 8
9
10 11