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
726
$643K 0.01%
6,197
+242
727
$642K 0.01%
19,085
-53,929
728
$641K 0.01%
4,961
729
$639K 0.01%
890
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730
$637K 0.01%
13,597
731
$630K 0.01%
54,335
-18,606
732
$630K 0.01%
90,000
+76,000
733
$629K 0.01%
147
+5
734
$626K 0.01%
980
-16
735
$625K 0.01%
10,337
-41,253
736
$625K 0.01%
31,704
+1,573
737
$624K 0.01%
4,394
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738
$624K 0.01%
17,790
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739
$622K 0.01%
2,172
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740
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1,984
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741
$618K 0.01%
2,954
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11,336
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743
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744
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9,228
745
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5,440
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746
$609K 0.01%
25,446
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747
$606K 0.01%
10,532
-298
748
$601K 0.01%
3,062
-1,648
749
$600K 0.01%
27,650
-3,550
750
$598K 0.01%
2,914
+74
28 29
30
31 32