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
876
$396K 0.01%
16,113
+911
877
$395K 0.01%
5,076
-30,628
878
$394K 0.01%
2,490
+8
879
$391K 0.01%
1,719
+3
880
$389K 0.01%
2,189
+796
881
$388K 0.01%
3,135
+441
882
$387K 0.01%
2,051
+50
883
$386K 0.01%
+9,941
884
$383K 0.01%
2,753
-24
885
$383K 0.01%
804
+28
886
$382K 0.01%
5,845
-206
887
$381K 0.01%
5,696
+2,104
888
$380K 0.01%
8,847
-2,323
889
$379K 0.01%
4,538
-1,674
890
$376K 0.01%
4,241
-605
891
$375K 0.01%
4,275
-246
892
$374K 0.01%
25,903
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893
$373K 0.01%
7,422
-1,415
894
$371K 0.01%
5,233
-3,722
895
$369K 0.01%
7,328
-788
896
$368K 0.01%
7,473
897
$367K 0.01%
+30,917
898
$366K 0.01%
17,322
-2,513
899
$362K 0.01%
518
+76
900
$361K 0.01%
+11,428
34 35
36
37 38