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
901
$361K 0.01%
7,165
-99,803
902
$360K 0.01%
1,801
-23
903
$360K 0.01%
+7,574
904
$356K 0.01%
11,788
-394
905
$356K 0.01%
+18,324
906
$352K 0.01%
8,968
+3,983
907
$351K 0.01%
8,553
+910
908
$350K 0.01%
2,665
-40,046
909
$349K 0.01%
14,875
-3,504
910
$349K 0.01%
1,633
-488
911
$348K 0.01%
25,942
-2,921
912
$348K 0.01%
3,262
-115
913
$345K 0.01%
2,926
914
$343K 0.01%
5,545
-831
915
$343K 0.01%
3,654
-1,613
916
$341K 0.01%
3,323
+124
917
$341K 0.01%
6,456
+1,550
918
$340K 0.01%
6,604
-350
919
$340K 0.01%
+1,549
920
$339K 0.01%
3,973
+24
921
$337K 0.01%
5,670
922
$337K 0.01%
+3,819
923
$335K 0.01%
6,174
-35,401
924
$335K 0.01%
1,753
+247
925
$335K 0.01%
592
-12
35 36
37
38 39