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
1
$242M 4.1%
8,139,056
+2,079,400
2
$158M 2.68%
1,594,509
+319,044
3
$152M 2.58%
963,146
-24,139
4
$129M 2.19%
1,354,081
+74,537
5
$128M 2.16%
5,529,997
+151,891
6
$113M 1.92%
551,862
-164,285
7
$106M 1.8%
213,848
-1,239
8
$105M 1.77%
2,868,616
+64,621
9
$97.3M 1.65%
3,471,118
+222,449
10
$90.2M 1.53%
3,055,184
-756,436
11
$83M 1.41%
379,648
-848
12
$81.9M 1.39%
373,233
-153,375
13
$79.1M 1.34%
2,750,028
+28,946
14
$69.3M 1.17%
2,672,236
+7,062
15
$60.2M 1.02%
106,019
+9,260
16
$59.5M 1.01%
470,284
+35,760
17
$58.4M 0.99%
105,819
+7,072
18
$57.5M 0.97%
429,720
-96,600
19
$56.5M 0.96%
1,684,463
+122,735
20
$56.3M 0.95%
72,284
+2,839
21
$55.6M 0.94%
2,136,511
+16,837
22
$53.3M 0.9%
2,082,333
+28,288
23
$53.1M 0.9%
206,343
-43,875
24
$52.5M 0.89%
252,713
+178,407
25
$50.9M 0.86%
51,373
+30,439
1
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