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
701
$716K 0.01%
267,176
+20,316
702
$711K 0.01%
+14,064
703
$704K 0.01%
+36,767
704
$702K 0.01%
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-26
705
$694K 0.01%
9,443
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706
$687K 0.01%
4,023
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707
$686K 0.01%
39,651
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708
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14,679
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709
$684K 0.01%
3,141
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710
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12,778
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711
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14,067
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712
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27,572
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713
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35,629
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714
$668K 0.01%
929
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715
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5,411
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15,451
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3,097
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32,237
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719
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34,097
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720
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4,545
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721
$661K 0.01%
11,267
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722
$657K 0.01%
4,975
-84,380
723
$654K 0.01%
2,206
724
$651K 0.01%
11,601
725
$645K 0.01%
7,323
+412
27 28
29
30 31