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
651
$864K 0.01%
18,000
652
$853K 0.01%
14,295
+1,511
653
$849K 0.01%
19,064
+162
654
$849K 0.01%
37,007
+9,023
655
$843K 0.01%
18,294
+2,734
656
$842K 0.01%
5,416
+256
657
$840K 0.01%
+22,520
658
$825K 0.01%
3,281
+124
659
$823K 0.01%
2,375
+375
660
$818K 0.01%
+21,808
661
$811K 0.01%
1,903
+51
662
$810K 0.01%
32,067
-37,372
663
$810K 0.01%
2,703
-1,037
664
$807K 0.01%
5,707
-68
665
$806K 0.01%
16,449
+4,496
666
$797K 0.01%
+21,128
667
$793K 0.01%
22,183
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668
$789K 0.01%
26,633
-3,752
669
$788K 0.01%
3,492
-824
670
$776K 0.01%
4,389
+202
671
$773K 0.01%
57,744
+23,701
672
$770K 0.01%
3,466
-190
673
$769K 0.01%
14,191
+9,912
674
$766K 0.01%
+14,756
675
$765K 0.01%
28,380
-445
25 26
27
28 29