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
851
$427K 0.01%
5,405
-121
852
$426K 0.01%
8,402
-73,356
853
$425K 0.01%
2,152
+241
854
$425K 0.01%
3,706
+936
855
$424K 0.01%
3,779
+56
856
$424K 0.01%
+652
857
$423K 0.01%
7,455
858
$422K 0.01%
+11,440
859
$422K 0.01%
1,200
-118
860
$420K 0.01%
29,091
+8,965
861
$420K 0.01%
+20,783
862
$419K 0.01%
3,142
+386
863
$418K 0.01%
1,056
+19
864
$416K 0.01%
11,331
-1,189
865
$414K 0.01%
9,567
-26
866
$413K 0.01%
193,043
+1,446
867
$412K 0.01%
1,191
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868
$412K 0.01%
1,427
+12
869
$410K 0.01%
14,076
-2,279
870
$409K 0.01%
2,450
+30
871
$408K 0.01%
14,184
+313
872
$398K 0.01%
7,315
+1,288
873
$397K 0.01%
21,255
+568
874
$397K 0.01%
+7,799
875
$396K 0.01%
3,650
-622
33 34
35
36 37