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
301
$4.31M 0.07%
84,551
+8,306
302
$4.31M 0.07%
82,387
303
$4.3M 0.07%
75,008
+11,483
304
$4.25M 0.06%
78,603
+8,027
305
$4.23M 0.06%
47,015
+907
306
$4.18M 0.06%
43,887
+17,121
307
$4.16M 0.06%
9,099
-16
308
$4.15M 0.06%
83,355
-21,546
309
$4.13M 0.06%
14,642
+9,572
310
$4.13M 0.06%
77,663
+2,757
311
$4.12M 0.06%
34,110
+4,311
312
$4.11M 0.06%
+60,576
313
$4.09M 0.06%
224,017
+46,828
314
$4.07M 0.06%
30,110
+13,808
315
$4.06M 0.06%
12,192
+6,076
316
$3.95M 0.06%
14,129
+299
317
$3.9M 0.06%
23,282
+228
318
$3.89M 0.06%
113,287
+19,190
319
$3.86M 0.06%
80,957
+7,035
320
$3.84M 0.06%
168,820
-11,401
321
$3.83M 0.06%
113,710
+16,971
322
$3.82M 0.06%
13,015
+3,823
323
$3.79M 0.06%
19,966
+1,829
324
$3.77M 0.06%
14,507
+2,257
325
$3.77M 0.06%
18,497
+558
11 12
13
14 15