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
601
$1.03M 0.02%
13,880
+705
602
$1.03M 0.02%
4,290
-53
603
$1.02M 0.02%
9,032
-38,653
604
$1.02M 0.02%
1,239
-116
605
$1.02M 0.02%
4,236
-308
606
$1.02M 0.02%
31,986
+2,212
607
$1.02M 0.02%
6,001
-66,218
608
$1.02M 0.02%
43,970
+3,762
609
$1.01M 0.02%
2,837
+2,172
610
$1.01M 0.02%
105,133
-204,682
611
$1M 0.02%
30,790
+1,106
612
$1M 0.02%
2,971
-106
613
$997K 0.02%
40,857
-337
614
$993K 0.02%
+7,255
615
$992K 0.02%
+29,031
616
$988K 0.02%
4,785
-25
617
$982K 0.02%
28,748
+5,691
618
$980K 0.02%
7,645
+223
619
$973K 0.01%
5,203
-47
620
$968K 0.01%
10,117
-11
621
$963K 0.01%
16,132
-978
622
$962K 0.01%
23,258
-1,195
623
$961K 0.01%
1,044
+14
624
$954K 0.01%
3,719
+1,381
625
$951K 0.01%
6,818
-49
23 24
25
26 27