KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
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
1
$28.3M 3.82%
444,832
+13,732
2
$23.4M 3.16%
148,535
-11,834
3
$18.1M 2.44%
185,220
+25,660
4
$15M 2.03%
78,902
+436
5
$12.1M 1.63%
150,573
+73,929
6
$10.6M 1.43%
80,810
+18,223
7
$10.1M 1.36%
54,100
-19,282
8
$9.24M 1.25%
102,672
+15,618
9
$9.22M 1.24%
79,908
-2,443
10
$8.95M 1.21%
60,449
+4,960
11
$8.87M 1.2%
200,438
+195,044
12
$8.6M 1.16%
142,896
+10,080
13
$8.46M 1.14%
41,727
+24,572
14
$8.12M 1.1%
216,084
+62,454
15
$8.07M 1.09%
148,122
+42,616
16
$8.06M 1.09%
485,978
-32,828
17
$7.67M 1.04%
52,804
+15,367
18
$7.16M 0.97%
243,624
-22,376
19
$6.92M 0.93%
175,976
+36,170
20
$6.86M 0.93%
55,558
+3,671
21
$6.72M 0.91%
85,219
+20,002
22
$6.51M 0.88%
25,261
+87
23
$6.44M 0.87%
208,343
+53,329
24
$6.09M 0.82%
612,216
+4,640
25
$5.7M 0.77%
86,695
+18,596
1
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