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
676
$760K 0.01%
13,444
+14
677
$758K 0.01%
19,344
+548
678
$757K 0.01%
4,491
+1,926
679
$757K 0.01%
3,072
-1,861
680
$754K 0.01%
1
681
$753K 0.01%
9,339
+1,622
682
$751K 0.01%
31,383
-10,311
683
$746K 0.01%
+36,301
684
$740K 0.01%
+19,575
685
$739K 0.01%
8,918
-27,725
686
$736K 0.01%
2,689
-68
687
$736K 0.01%
4,117
+239
688
$733K 0.01%
+23,197
689
$733K 0.01%
6,184
+180
690
$730K 0.01%
18,105
691
$730K 0.01%
9,721
-214
692
$726K 0.01%
3,621
-51,307
693
$723K 0.01%
8,780
+773
694
$723K 0.01%
63,457
+54
695
$722K 0.01%
8,039
+496
696
$720K 0.01%
19,055
-11,574
697
$719K 0.01%
5,997
-43,734
698
$718K 0.01%
7,184
+1,380
699
$718K 0.01%
33,281
-779
700
$716K 0.01%
2,049
+140
26 27
28
29 30