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
926
$334K 0.01%
2,321
+60
927
$334K 0.01%
2,054
-45
928
$333K 0.01%
53,166
-2,823
929
$333K 0.01%
5,049
930
$331K 0.01%
+1,486
931
$330K 0.01%
2,872
-56
932
$329K 0.01%
4,275
+14
933
$326K 0.01%
31,413
-358
934
$326K 0.01%
+4,861
935
$324K ﹤0.01%
16,579
-3,475
936
$323K ﹤0.01%
+17,312
937
$322K ﹤0.01%
13,003
+135
938
$319K ﹤0.01%
4,835
-703
939
$319K ﹤0.01%
+15,251
940
$317K ﹤0.01%
1,222
-26
941
$316K ﹤0.01%
1,521
+7
942
$315K ﹤0.01%
11,471
943
$314K ﹤0.01%
6,344
-2,730
944
$311K ﹤0.01%
85,330
-14,730
945
$310K ﹤0.01%
6,762
+1,468
946
$308K ﹤0.01%
2,315
-40,304
947
$308K ﹤0.01%
9,319
-25,392
948
$306K ﹤0.01%
25,164
+1,001
949
$306K ﹤0.01%
2,257
+10
950
$305K ﹤0.01%
23,899
-6,957
36 37
38
39 40