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
76
$16.1M 0.25%
160,246
-13,594
77
$16.1M 0.25%
200,015
+38,970
78
$16.1M 0.25%
503,878
+7,674
79
$16M 0.24%
148,979
+143,466
80
$16M 0.24%
+347,923
81
$15.9M 0.24%
95,726
+59,064
82
$15.5M 0.24%
+140,059
83
$15.1M 0.23%
254,573
+165,558
84
$14.9M 0.23%
102,023
-1,833
85
$14.5M 0.22%
344,643
+214,474
86
$14.5M 0.22%
77,500
+28,795
87
$14.4M 0.22%
260,083
-604
88
$14.1M 0.22%
48,994
+13,442
89
$14.1M 0.22%
466,205
+23,321
90
$14M 0.21%
242,694
+81,495
91
$13.7M 0.21%
39,611
-308
92
$13.5M 0.21%
335,041
+89,631
93
$13.3M 0.2%
86,640
+2,924
94
$13.2M 0.2%
493,632
+454,724
95
$13.2M 0.2%
40,975
+16,552
96
$13.2M 0.2%
127,455
+35,269
97
$13.1M 0.2%
171,504
+29,510
98
$13.1M 0.2%
92,598
+6,312
99
$12.9M 0.2%
292,022
+223,373
100
$12.3M 0.19%
450,222
-86,069
2 3
4
5 6