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
501
$1.6M 0.02%
22,275
+537
502
$1.59M 0.02%
44,973
-14,726
503
$1.59M 0.02%
27,805
-733
504
$1.58M 0.02%
16,966
+985
505
$1.58M 0.02%
25,776
+378
506
$1.56M 0.02%
96,759
+86,446
507
$1.56M 0.02%
43,490
+9,290
508
$1.55M 0.02%
23,476
+6,328
509
$1.54M 0.02%
16,798
-553
510
$1.54M 0.02%
18,273
-2,494
511
$1.53M 0.02%
38,676
-2,827
512
$1.52M 0.02%
3,603
-632
513
$1.52M 0.02%
1,998
+127
514
$1.47M 0.02%
146,645
-3,311
515
$1.46M 0.02%
11,771
-57
516
$1.46M 0.02%
17,756
+597
517
$1.46M 0.02%
21,624
+12
518
$1.44M 0.02%
54,717
+2,314
519
$1.44M 0.02%
32,828
-17,438
520
$1.43M 0.02%
18,257
+1,802
521
$1.42M 0.02%
2,899
+4
522
$1.41M 0.02%
7,932
+629
523
$1.41M 0.02%
64,921
-3,650
524
$1.4M 0.02%
14,588
+621
525
$1.4M 0.02%
9,546
+277
19 20
21
22 23