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
951
$304K ﹤0.01%
2,427
+150
952
$304K ﹤0.01%
9,831
-527
953
$304K ﹤0.01%
9,332
+2,536
954
$304K ﹤0.01%
11,810
-11
955
$303K ﹤0.01%
3,695
+425
956
$301K ﹤0.01%
11,623
-1,937
957
$301K ﹤0.01%
9,205
+75
958
$301K ﹤0.01%
+3,365
959
$300K ﹤0.01%
4,733
960
$299K ﹤0.01%
6,445
-132,739
961
$299K ﹤0.01%
7,692
-968
962
$299K ﹤0.01%
30,537
+15,930
963
$299K ﹤0.01%
2,942
+410
964
$299K ﹤0.01%
+12,022
965
$299K ﹤0.01%
23,102
+10,915
966
$297K ﹤0.01%
3,909
+340
967
$296K ﹤0.01%
4,860
+210
968
$294K ﹤0.01%
6,233
-405
969
$294K ﹤0.01%
6,564
-1,362
970
$293K ﹤0.01%
1,765
-2
971
$293K ﹤0.01%
5,282
+16
972
$293K ﹤0.01%
7,770
973
$291K ﹤0.01%
5,210
974
$290K ﹤0.01%
18,222
+3,729
975
$289K ﹤0.01%
3,065
+29
37 38
39
40 41