KWM

Kingsview Wealth Management Portfolio holdings

AUM $7.32B
1-Year Est. Return 16.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.55B
AUM Growth
+$641M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,310
New
Increased
Reduced
Closed

Top Buys

1
+$48.5M
2
+$46M
3
+$45.7M
4
BKNG icon
Booking.com
BKNG
+$42.4M
5
MSFT icon
Microsoft
MSFT
+$39.9M

Top Sells

1
+$46.7M
2
+$43.1M
3
+$39.8M
4
WMT icon
Walmart Inc
WMT
+$38.5M
5
DHR icon
Danaher
DHR
+$31.5M

Sector Composition

1 Technology 14.18%
2 Consumer Discretionary 4.76%
3 Financials 4.62%
4 Industrials 3.88%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.92M 0.09%
62,569
+30,137
227
$5.92M 0.09%
4,488
-100
228
$5.9M 0.09%
134,306
-6,597
229
$5.88M 0.09%
171,090
-45,025
230
$5.86M 0.09%
+79,816
231
$5.85M 0.09%
124,622
+2,448
232
$5.82M 0.09%
29,327
-12,656
233
$5.79M 0.09%
21,244
-147
234
$5.79M 0.09%
+65,895
235
$5.74M 0.09%
92,212
-672
236
$5.74M 0.09%
+185,073
237
$5.72M 0.09%
136,337
+11,569
238
$5.65M 0.09%
9,274
+48
239
$5.65M 0.09%
11,603
+133
240
$5.63M 0.09%
+90,958
241
$5.61M 0.09%
125,696
+5,838
242
$5.6M 0.09%
47,111
-42,045
243
$5.57M 0.09%
80,050
+6,245
244
$5.56M 0.09%
92,327
-90,305
245
$5.55M 0.08%
+125,689
246
$5.55M 0.08%
+182,716
247
$5.54M 0.08%
40,194
+2,110
248
$5.53M 0.08%
+81,238
249
$5.53M 0.08%
65,198
+6,784
250
$5.49M 0.08%
74,689
+69,942
8 9
10
11 12