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
551
$1.26M 0.02%
35,771
+11,076
552
$1.25M 0.02%
20,942
-167,208
553
$1.25M 0.02%
65,037
+5,707
554
$1.25M 0.02%
11,869
+8,662
555
$1.24M 0.02%
532
+28
556
$1.23M 0.02%
23,693
+3,924
557
$1.23M 0.02%
8,858
+1,740
558
$1.22M 0.02%
14,628
-10,859
559
$1.22M 0.02%
25,595
+11,040
560
$1.22M 0.02%
14,553
+806
561
$1.21M 0.02%
27,551
-3,915
562
$1.21M 0.02%
14,340
+1,849
563
$1.2M 0.02%
3,762
+116
564
$1.2M 0.02%
75,595
-1,620
565
$1.2M 0.02%
56,497
-3,675
566
$1.19M 0.02%
9,957
-31
567
$1.19M 0.02%
6,077
+827
568
$1.19M 0.02%
47,744
-6,000
569
$1.18M 0.02%
37,639
+3,737
570
$1.18M 0.02%
8,394
+1,658
571
$1.17M 0.02%
97,910
+3,203
572
$1.17M 0.02%
16,366
+623
573
$1.16M 0.02%
34,809
+24,385
574
$1.16M 0.02%
+16,070
575
$1.16M 0.02%
5,949
+1,211
21 22
23
24 25