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
251
$5.48M 0.08%
63,504
+3,688
252
$5.47M 0.08%
11,468
+309
253
$5.46M 0.08%
82,611
-6,030
254
$5.45M 0.08%
47,584
-54
255
$5.38M 0.08%
76,893
+20,123
256
$5.38M 0.08%
93,571
-30,226
257
$5.38M 0.08%
34,653
+484
258
$5.35M 0.08%
78,260
+1,992
259
$5.32M 0.08%
20,409
+123
260
$5.3M 0.08%
60,710
+17,269
261
$5.25M 0.08%
151,268
+123,481
262
$5.23M 0.08%
93,611
-138
263
$5.18M 0.08%
14,009
-326
264
$5.1M 0.08%
21,064
+896
265
$5.07M 0.08%
47,571
+5,945
266
$5.06M 0.08%
208,287
+178,717
267
$5.06M 0.08%
93,873
-352,923
268
$5.04M 0.08%
194,591
-11,794
269
$5.03M 0.08%
191,353
-97,967
270
$5M 0.08%
52,988
+593
271
$4.97M 0.08%
33,453
+1,026
272
$4.95M 0.08%
55,865
+134
273
$4.88M 0.07%
109,857
+7,688
274
$4.83M 0.07%
69,951
+2,754
275
$4.82M 0.07%
67,599
+9,212
9 10
11
12 13