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
326
$3.76M 0.06%
9,078
+3
327
$3.73M 0.06%
39,392
-68,834
328
$3.71M 0.06%
74,191
-13,440
329
$3.7M 0.06%
40,418
-4,100
330
$3.65M 0.06%
105,272
+77,561
331
$3.64M 0.06%
212,350
-8,811
332
$3.62M 0.06%
17,996
-210
333
$3.61M 0.06%
19,306
+15,789
334
$3.6M 0.06%
37,312
+8,943
335
$3.55M 0.05%
65,493
+39,209
336
$3.54M 0.05%
93,605
+7,924
337
$3.53M 0.05%
136,614
-52,657
338
$3.52M 0.05%
20,576
-115
339
$3.46M 0.05%
41,891
+10,227
340
$3.45M 0.05%
+20,517
341
$3.44M 0.05%
10,090
+124
342
$3.44M 0.05%
75,034
+9,354
343
$3.43M 0.05%
161,003
-290,199
344
$3.41M 0.05%
66,801
+4,887
345
$3.4M 0.05%
125,450
-2,862
346
$3.38M 0.05%
25,165
+129
347
$3.38M 0.05%
74,928
-34,548
348
$3.37M 0.05%
+33,318
349
$3.37M 0.05%
+118,676
350
$3.36M 0.05%
6,934
-16,361
12 13
14
15 16