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
776
$539K 0.01%
5,647
+68
777
$537K 0.01%
9,625
-679
778
$535K 0.01%
12,024
-270
779
$534K 0.01%
3,290
+22
780
$533K 0.01%
6,466
+256
781
$532K 0.01%
+2,413
782
$531K 0.01%
24,990
+305
783
$528K 0.01%
20,034
+8,334
784
$527K 0.01%
2,784
+1,347
785
$526K 0.01%
2,132
-58
786
$522K 0.01%
9,458
-105,745
787
$521K 0.01%
+12,862
788
$520K 0.01%
5,103
+33
789
$519K 0.01%
4,728
790
$517K 0.01%
5,216
+1,491
791
$513K 0.01%
7,819
-1,017
792
$513K 0.01%
2,571
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793
$512K 0.01%
2,967
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794
$511K 0.01%
7,663
-85
795
$511K 0.01%
1,579
-339
796
$511K 0.01%
4,404
+1,918
797
$510K 0.01%
12,149
-4,105
798
$509K 0.01%
+10,073
799
$502K 0.01%
8,159
-1,138
800
$500K 0.01%
40,750
+12,500
30 31
32
33 34