KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.35B
AUM Growth
+$566M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,038
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$21.8M
3
+$17.1M
4
COST icon
Costco
COST
+$16.5M
5
MRK icon
Merck
MRK
+$16.3M

Top Sells

1
+$14.2M
2
+$10.7M
3
+$8.22M
4
MLKN icon
MillerKnoll
MLKN
+$7.54M
5
CE icon
Celanese
CE
+$4.78M

Sector Composition

1 Technology 13.63%
2 Consumer Discretionary 6.67%
3 Healthcare 6.18%
4 Financials 6.16%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-7,621
1027
– –
-7,586
1028
– –
-10,442
1029
– –
-9,106
1030
– –
-9,786
1031
– –
-20,407
1032
– –
-3,985
1033
– –
-33,242
1034
– –
-1,142
1035
– –
-10,492
1036
– –
-1,984
1037
– –
-10,100
1038
– –
-4,471
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