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
451
$1.98M 0.03%
5,422
+2,706
452
$1.98M 0.03%
44,869
-13,982
453
$1.97M 0.03%
8,403
-11
454
$1.92M 0.03%
27,824
-6,848
455
$1.9M 0.03%
4,257
-89
456
$1.89M 0.03%
53,115
+1,505
457
$1.88M 0.03%
40,182
+574
458
$1.88M 0.03%
37,985
-15,154
459
$1.87M 0.03%
11,110
+345
460
$1.87M 0.03%
44,980
+19,774
461
$1.87M 0.03%
6,277
-1,585
462
$1.86M 0.03%
65,627
+15,643
463
$1.86M 0.03%
31,313
+1
464
$1.86M 0.03%
51,752
+1,037
465
$1.86M 0.03%
13,029
+794
466
$1.84M 0.03%
154,093
+35,424
467
$1.84M 0.03%
6,810
+3,751
468
$1.84M 0.03%
3,966
-136
469
$1.83M 0.03%
16,513
-24,866
470
$1.83M 0.03%
10,741
+495
471
$1.82M 0.03%
32,970
-455
472
$1.82M 0.03%
+98,525
473
$1.81M 0.03%
5,684
-41,934
474
$1.8M 0.03%
88,094
+1,289
475
$1.79M 0.03%
3,270
+116
17 18
19
20 21