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
51
$22.1M 0.34%
119,364
+23,479
52
$21.6M 0.33%
43,049
+181
53
$21M 0.32%
86,214
+540
54
$20.9M 0.32%
58,692
+9,226
55
$20.8M 0.32%
232,606
+119,605
56
$20.4M 0.31%
356,984
+358
57
$20M 0.31%
210,715
-86,842
58
$19.8M 0.3%
84,296
+21,576
59
$19.6M 0.3%
57,398
+1,316
60
$19.5M 0.3%
713,285
+372,417
61
$19.3M 0.29%
89,403
+4,980
62
$19.2M 0.29%
361,444
+312,423
63
$18.2M 0.28%
217,170
+44,655
64
$18M 0.28%
161,715
-74,856
65
$18M 0.27%
59,199
+1,277
66
$17.9M 0.27%
111,657
-4,567
67
$17.7M 0.27%
26,425
+1,475
68
$17.4M 0.27%
351,526
+144,524
69
$17.3M 0.26%
153,471
+6,248
70
$16.9M 0.26%
109,038
-12,235
71
$16.5M 0.25%
133,586
+54,713
72
$16.4M 0.25%
277,176
+110,150
73
$16.4M 0.25%
70,947
+824
74
$16.3M 0.25%
195,229
-4,359
75
$16.1M 0.25%
268,688
+107,489
1 2
3
4 5