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
576
$1.13M 0.02%
16,883
-1,690
577
$1.13M 0.02%
14,196
+1,005
578
$1.13M 0.02%
+47,609
579
$1.12M 0.02%
14,055
-405
580
$1.12M 0.02%
22,805
-3,540
581
$1.11M 0.02%
3,202
-11,423
582
$1.1M 0.02%
7,749
+136
583
$1.1M 0.02%
1,610
+73
584
$1.09M 0.02%
6,504
+540
585
$1.09M 0.02%
21,992
+1,757
586
$1.09M 0.02%
43,500
+1,015
587
$1.08M 0.02%
4,159
+54
588
$1.08M 0.02%
16,979
+4
589
$1.07M 0.02%
10,433
+2,655
590
$1.07M 0.02%
13,435
-546
591
$1.07M 0.02%
21,200
-906
592
$1.06M 0.02%
28,584
+1,374
593
$1.05M 0.02%
23,120
-4,619
594
$1.05M 0.02%
+27,825
595
$1.05M 0.02%
15,673
+11,072
596
$1.05M 0.02%
5,008
+277
597
$1.05M 0.02%
+40,496
598
$1.04M 0.02%
20,633
-402
599
$1.04M 0.02%
23,134
+913
600
$1.04M 0.02%
29,371
+4
22 23
24
25 26