KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.35B
AUM Growth
+$566M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,038
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$21.8M
3
+$17.1M
4
COST icon
Costco
COST
+$16.5M
5
MRK icon
Merck
MRK
+$16.3M

Top Sells

1
+$14.2M
2
+$10.7M
3
+$8.22M
4
MLKN icon
MillerKnoll
MLKN
+$7.54M
5
CE icon
Celanese
CE
+$4.78M

Sector Composition

1 Technology 13.63%
2 Consumer Discretionary 6.67%
3 Healthcare 6.18%
4 Financials 6.16%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.26M 0.04%
59,334
-7,290
402
$1.25M 0.04%
34,929
+2,769
403
$1.24M 0.04%
11,886
+744
404
$1.24M 0.04%
6,043
-665
405
$1.24M 0.04%
25,053
+18,827
406
$1.24M 0.04%
+11,385
407
$1.23M 0.04%
9,434
-637
408
$1.23M 0.04%
8,236
-25
409
$1.23M 0.04%
+71,582
410
$1.23M 0.04%
13,033
-727
411
$1.22M 0.04%
65,124
-1,563
412
$1.22M 0.04%
3,704
413
$1.21M 0.04%
+13,011
414
$1.19M 0.04%
7,907
-5,276
415
$1.19M 0.04%
32,797
-226
416
$1.17M 0.04%
22,066
-8,469
417
$1.17M 0.04%
24,965
-8
418
$1.17M 0.04%
+47,541
419
$1.17M 0.04%
28,151
+10,630
420
$1.16M 0.03%
+6,882
421
$1.16M 0.03%
9,202
+6,480
422
$1.16M 0.03%
+29,920
423
$1.16M 0.03%
11,521
+3,366
424
$1.16M 0.03%
18,508
-50,196
425
$1.16M 0.03%
5,262
-2,936
15 16
17
18 19