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
801
$498K 0.01%
19,650
802
$497K 0.01%
99,640
-7,919
803
$497K 0.01%
13,328
-1,955
804
$496K 0.01%
3,579
+868
805
$494K 0.01%
9,521
-2,777
806
$492K 0.01%
+10,593
807
$490K 0.01%
4,593
-1,508
808
$488K 0.01%
17,013
+4,125
809
$486K 0.01%
21,587
-4,782
810
$486K 0.01%
7,494
+490
811
$486K 0.01%
15,591
-11,059
812
$483K 0.01%
7,051
-95
813
$480K 0.01%
7,939
-4,727
814
$476K 0.01%
7,669
+1,777
815
$476K 0.01%
9,515
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816
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8,632
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817
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17,494
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818
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22,217
819
$468K 0.01%
3,072
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820
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3,849
-69
821
$466K 0.01%
24,059
+2,821
822
$466K 0.01%
5,581
-297
823
$463K 0.01%
12,210
-215
824
$462K 0.01%
3,201
-180
825
$459K 0.01%
3,113
-284
31 32
33
34 35