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
526
$1.39M 0.02%
20,371
-2,301
527
$1.39M 0.02%
26,512
+3,784
528
$1.39M 0.02%
60,751
+36,971
529
$1.39M 0.02%
6,045
+122
530
$1.39M 0.02%
5,369
+6
531
$1.38M 0.02%
32,082
+1,237
532
$1.37M 0.02%
30,454
-460
533
$1.37M 0.02%
20,299
-948
534
$1.36M 0.02%
21,199
-3,643
535
$1.35M 0.02%
+34,876
536
$1.34M 0.02%
34,752
+92
537
$1.34M 0.02%
30,918
-10,183
538
$1.34M 0.02%
35,389
-93,892
539
$1.34M 0.02%
13,421
+432
540
$1.33M 0.02%
38,458
-3,079
541
$1.31M 0.02%
11,822
+1,548
542
$1.31M 0.02%
13,296
-92
543
$1.31M 0.02%
24,224
-1,764
544
$1.3M 0.02%
33,913
-1,906
545
$1.3M 0.02%
10,860
-162,232
546
$1.29M 0.02%
8,139
+75
547
$1.28M 0.02%
12,305
-240
548
$1.28M 0.02%
8,479
+1,982
549
$1.27M 0.02%
2,136
-12
550
$1.27M 0.02%
11,174
+134
20 21
22
23 24