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
26
$51.1M 0.78%
362,382
-107,902
27
$51M 0.78%
277,713
+25,000
28
$50.5M 0.77%
88,835
+8,382
29
$49.5M 0.76%
1,136,204
+1,079,182
30
$46.2M 0.71%
1,097,078
+676,750
31
$44.7M 0.68%
1,560,730
-12,257
32
$44.4M 0.68%
205,725
+189,975
33
$41.8M 0.64%
132,443
+7,385
34
$37.8M 0.58%
114,554
+318
35
$35.7M 0.55%
147,031
+8,925
36
$35.6M 0.54%
489,655
+142,233
37
$32.5M 0.5%
233,518
-44,665
38
$32.1M 0.49%
332,891
+114,822
39
$31M 0.47%
384,490
+12,646
40
$30.9M 0.47%
125,136
-26,948
41
$30.4M 0.46%
387,909
+149,007
42
$29.4M 0.45%
655,438
+629,616
43
$27.8M 0.42%
845,829
+312,476
44
$26.4M 0.4%
287,396
+29,046
45
$25.9M 0.39%
63,809
+132
46
$25.4M 0.39%
38,151
-4,371
47
$25.3M 0.39%
316,554
+128,292
48
$24.6M 0.38%
502,892
+5,354
49
$23.1M 0.35%
386,080
-8,598
50
$22.5M 0.34%
50,669
+1,143
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