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
376
$3.03M 0.05%
15,013
+82
377
$3.01M 0.05%
40,450
-7,605
378
$3M 0.05%
+39,610
379
$3M 0.05%
57,439
+35,381
380
$2.99M 0.05%
64,758
-12,670
381
$2.99M 0.05%
31,857
-1,985
382
$2.97M 0.05%
74,946
-124,523
383
$2.96M 0.05%
13,400
+311
384
$2.96M 0.05%
62,029
-1,355
385
$2.95M 0.05%
10,891
-4,387
386
$2.94M 0.04%
20,192
+3,169
387
$2.94M 0.04%
34,012
-7,680
388
$2.91M 0.04%
6,123
+282
389
$2.85M 0.04%
64,913
+38,399
390
$2.84M 0.04%
31,724
+5,901
391
$2.81M 0.04%
30,128
+434
392
$2.81M 0.04%
246,540
-18,801
393
$2.8M 0.04%
20,798
+16,385
394
$2.8M 0.04%
9,315
+68
395
$2.75M 0.04%
23,264
-387,997
396
$2.75M 0.04%
61,170
+21,204
397
$2.75M 0.04%
28,051
+1,649
398
$2.74M 0.04%
24,316
-1,946
399
$2.72M 0.04%
62,549
+5,767
400
$2.68M 0.04%
36,722
+1,176
14 15
16
17 18