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
426
$2.4M 0.04%
15,535
-88,965
427
$2.37M 0.04%
20,678
-50
428
$2.36M 0.04%
7,313
+262
429
$2.34M 0.04%
84,752
+3,221
430
$2.32M 0.04%
+49,946
431
$2.31M 0.04%
28,509
-454
432
$2.3M 0.04%
17,944
+14,060
433
$2.26M 0.03%
+29,869
434
$2.26M 0.03%
29,534
+3,028
435
$2.25M 0.03%
12,914
-653
436
$2.25M 0.03%
26,644
+25
437
$2.24M 0.03%
176,832
+157,448
438
$2.24M 0.03%
7,332
+2,743
439
$2.23M 0.03%
22,652
+380
440
$2.22M 0.03%
39,872
-1,323
441
$2.17M 0.03%
7,275
+725
442
$2.16M 0.03%
27,339
+2,203
443
$2.14M 0.03%
46,240
-4,465
444
$2.13M 0.03%
25,480
-13,205
445
$2.05M 0.03%
66,454
+44,765
446
$2.05M 0.03%
57,986
+9,797
447
$2.03M 0.03%
42,624
-871
448
$2.01M 0.03%
18,411
+1,740
449
$1.99M 0.03%
28,531
+14,184
450
$1.98M 0.03%
15,297
-332
16 17
18
19 20