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
276
$4.81M 0.07%
229,798
+65,207
277
$4.75M 0.07%
+9,550
278
$4.67M 0.07%
100,621
-201,932
279
$4.66M 0.07%
17,036
-3,938
280
$4.63M 0.07%
16,585
+1,532
281
$4.63M 0.07%
7,530
-193
282
$4.63M 0.07%
+130,362
283
$4.62M 0.07%
181,491
+14,840
284
$4.6M 0.07%
40,217
-771
285
$4.6M 0.07%
4,263
+106
286
$4.58M 0.07%
21,218
+753
287
$4.58M 0.07%
90,221
-42,240
288
$4.54M 0.07%
45,498
+13,106
289
$4.53M 0.07%
22,234
+669
290
$4.48M 0.07%
45,468
+37,886
291
$4.45M 0.07%
36,777
+13,911
292
$4.44M 0.07%
23,027
-542
293
$4.39M 0.07%
69,792
-15,036
294
$4.38M 0.07%
5,500
+489
295
$4.37M 0.07%
38,643
+1,739
296
$4.36M 0.07%
30,646
+15,070
297
$4.36M 0.07%
14,161
+3,538
298
$4.36M 0.07%
30,422
+856
299
$4.36M 0.07%
26,919
+3,606
300
$4.32M 0.07%
32,399
+479
10 11
12
13 14