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
626
$951K 0.01%
29,521
+20,513
627
$947K 0.01%
9,684
+4,137
628
$941K 0.01%
25,277
-1,945
629
$934K 0.01%
76,034
+2,341
630
$932K 0.01%
12,145
-346
631
$931K 0.01%
32,202
+4,558
632
$928K 0.01%
+36,677
633
$927K 0.01%
12,610
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634
$924K 0.01%
4,716
-55
635
$911K 0.01%
27,059
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636
$910K 0.01%
39,450
-1,100
637
$899K 0.01%
3,203
-24
638
$899K 0.01%
2,855
+338
639
$899K 0.01%
6,972
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640
$897K 0.01%
14,936
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642
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643
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31,774
-23,056
644
$879K 0.01%
17,157
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645
$877K 0.01%
8,348
-223
646
$875K 0.01%
22,036
-16,982
647
$874K 0.01%
31,467
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648
$870K 0.01%
4,055
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649
$867K 0.01%
4,848
+524
650
$865K 0.01%
15,051
+3,346
24 25
26
27 28