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
351
$3.36M 0.05%
97,902
+40,642
352
$3.34M 0.05%
42,560
+7,831
353
$3.34M 0.05%
31,801
+17,111
354
$3.33M 0.05%
136,145
+7,670
355
$3.31M 0.05%
42,625
+17,188
356
$3.31M 0.05%
+17,404
357
$3.29M 0.05%
60,686
-730
358
$3.28M 0.05%
43,204
+408
359
$3.28M 0.05%
12,882
+500
360
$3.27M 0.05%
86,076
-22,914
361
$3.27M 0.05%
85,314
+3,957
362
$3.26M 0.05%
15,915
-708
363
$3.25M 0.05%
17,665
+2,785
364
$3.24M 0.05%
+135,739
365
$3.23M 0.05%
+46,211
366
$3.2M 0.05%
47,372
+33,383
367
$3.2M 0.05%
81,026
-172,531
368
$3.19M 0.05%
+157,910
369
$3.18M 0.05%
61,828
+53,933
370
$3.17M 0.05%
11,324
-19,846
371
$3.16M 0.05%
+19,948
372
$3.14M 0.05%
26,653
-7
373
$3.13M 0.05%
73,820
+16,155
374
$3.1M 0.05%
+64,483
375
$3.08M 0.05%
+33,424
13 14
15
16 17