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
976
$288K ﹤0.01%
6,825
-744
977
$288K ﹤0.01%
4,483
+2
978
$287K ﹤0.01%
8,995
+965
979
$287K ﹤0.01%
4,034
+32
980
$287K ﹤0.01%
7,088
+52
981
$286K ﹤0.01%
6,432
-5,017
982
$286K ﹤0.01%
11,114
+273
983
$285K ﹤0.01%
15,584
-4,679
984
$285K ﹤0.01%
+7,956
985
$285K ﹤0.01%
3,559
-160
986
$283K ﹤0.01%
15,611
987
$282K ﹤0.01%
6,492
+610
988
$281K ﹤0.01%
3,020
-70
989
$281K ﹤0.01%
2,160
+236
990
$281K ﹤0.01%
+4,888
991
$279K ﹤0.01%
6,019
-136
992
$279K ﹤0.01%
2,749
-178
993
$278K ﹤0.01%
+3,321
994
$278K ﹤0.01%
16,465
+2,353
995
$278K ﹤0.01%
11,237
-8,331
996
$278K ﹤0.01%
5,304
-882
997
$277K ﹤0.01%
5,894
+826
998
$276K ﹤0.01%
2,659
+99
999
$275K ﹤0.01%
3,096
-351
1000
$275K ﹤0.01%
+12,082
38 39
40
41 42