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
401
$2.68M 0.04%
74,592
+4,065
402
$2.66M 0.04%
+222,318
403
$2.65M 0.04%
26,192
+21,037
404
$2.63M 0.04%
35,559
-21,484
405
$2.63M 0.04%
44,651
+8,861
406
$2.63M 0.04%
53,413
-36,836
407
$2.58M 0.04%
5,649
+145
408
$2.55M 0.04%
16,873
+1,437
409
$2.53M 0.04%
3,278
+116
410
$2.53M 0.04%
127,719
+1,680
411
$2.53M 0.04%
16,885
-3,576
412
$2.51M 0.04%
51,942
-7,948
413
$2.51M 0.04%
38,758
-6,417
414
$2.5M 0.04%
37,735
415
$2.49M 0.04%
48,378
-1,109
416
$2.49M 0.04%
95,984
+46,079
417
$2.46M 0.04%
12,538
-4,250
418
$2.45M 0.04%
43,003
+633
419
$2.44M 0.04%
121,960
+3,109
420
$2.43M 0.04%
14,773
+1,602
421
$2.43M 0.04%
72,333
+13,561
422
$2.42M 0.04%
11,381
-296
423
$2.42M 0.04%
29,194
+58
424
$2.41M 0.04%
21,819
-29,144
425
$2.41M 0.04%
95,720
+2,264
15 16
17
18 19