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
476
$1.78M 0.03%
17,532
-10,269
477
$1.77M 0.03%
4,197
+1
478
$1.77M 0.03%
39,406
+53
479
$1.76M 0.03%
14,738
-13,792
480
$1.76M 0.03%
8,429
+618
481
$1.75M 0.03%
33,531
+13,748
482
$1.75M 0.03%
1,805
-72
483
$1.75M 0.03%
30,850
+1,464
484
$1.74M 0.03%
23,075
+20
485
$1.74M 0.03%
36,536
-10,334
486
$1.73M 0.03%
64,097
+53
487
$1.73M 0.03%
44,483
+1,598
488
$1.73M 0.03%
5,243
-3,129
489
$1.69M 0.03%
53,552
+11,859
490
$1.68M 0.03%
11,025
-157
491
$1.67M 0.03%
16,665
+1,337
492
$1.67M 0.03%
14,963
+1,939
493
$1.67M 0.03%
11,950
+1,107
494
$1.67M 0.03%
49,231
+7,157
495
$1.62M 0.02%
7,031
+48
496
$1.62M 0.02%
28,475
+691
497
$1.62M 0.02%
16,961
+999
498
$1.61M 0.02%
56,954
-230,582
499
$1.61M 0.02%
5,786
-38
500
$1.6M 0.02%
30,238
-5,194
18 19
20
21 22