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
751
$592K 0.01%
9,954
-43,787
752
$591K 0.01%
619
+24
753
$590K 0.01%
33,362
-3,055
754
$590K 0.01%
5,363
+77
755
$585K 0.01%
13,773
-8,751
756
$582K 0.01%
5,813
+103
757
$581K 0.01%
9,020
-37
758
$579K 0.01%
11,792
+6,731
759
$578K 0.01%
5,924
+731
760
$576K 0.01%
11,281
-683
761
$573K 0.01%
3,822
-103
762
$571K 0.01%
23,014
-463
763
$570K 0.01%
5,075
+40
764
$568K 0.01%
3,286
+283
765
$566K 0.01%
2,897
-244
766
$565K 0.01%
109,073
-411,975
767
$564K 0.01%
5,403
+1,649
768
$558K 0.01%
16,011
-52,577
769
$558K 0.01%
32,295
+2,516
770
$558K 0.01%
11,370
-6,637
771
$556K 0.01%
35,874
-869
772
$550K 0.01%
8,654
+3
773
$550K 0.01%
1,450
-1
774
$547K 0.01%
11,578
+345
775
$545K 0.01%
4,182
+10
29 30
31
32 33