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
1001
$275K ﹤0.01%
1,944
-1,276
1002
$272K ﹤0.01%
+5,194
1003
$272K ﹤0.01%
1,671
+11
1004
$271K ﹤0.01%
+2,808
1005
$271K ﹤0.01%
8,003
-1,035
1006
$270K ﹤0.01%
17,330
-1,725
1007
$270K ﹤0.01%
10,925
1008
$269K ﹤0.01%
9,145
1009
$269K ﹤0.01%
11,733
-5,128
1010
$267K ﹤0.01%
12,397
-200
1011
$267K ﹤0.01%
6,203
1012
$264K ﹤0.01%
+4,309
1013
$264K ﹤0.01%
+17,500
1014
$263K ﹤0.01%
13,301
-677
1015
$262K ﹤0.01%
+9,163
1016
$261K ﹤0.01%
524
+39
1017
$261K ﹤0.01%
3,407
+241
1018
$261K ﹤0.01%
7,800
+39
1019
$261K ﹤0.01%
+767
1020
$260K ﹤0.01%
2,898
+135
1021
$259K ﹤0.01%
8,114
+5
1022
$259K ﹤0.01%
5,286
+177
1023
$259K ﹤0.01%
9,568
1024
$259K ﹤0.01%
1,753
+121
1025
$258K ﹤0.01%
3,863
-252
39 40
41
42 43