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
1026
$258K ﹤0.01%
10,555
-3,548
1027
$257K ﹤0.01%
6,294
-184,840
1028
$255K ﹤0.01%
2,160
-521
1029
$254K ﹤0.01%
+10,871
1030
$254K ﹤0.01%
7,218
-535
1031
$254K ﹤0.01%
+2,014
1032
$253K ﹤0.01%
+8,509
1033
$252K ﹤0.01%
10,535
1034
$252K ﹤0.01%
6,399
-6,353
1035
$251K ﹤0.01%
8,359
-1
1036
$251K ﹤0.01%
3,572
-608
1037
$251K ﹤0.01%
29,445
-3,242
1038
$251K ﹤0.01%
3,013
-27
1039
$251K ﹤0.01%
+1,902
1040
$250K ﹤0.01%
5,950
+732
1041
$250K ﹤0.01%
2,779
+9
1042
$249K ﹤0.01%
15,345
+2,616
1043
$248K ﹤0.01%
1,976
-126
1044
$247K ﹤0.01%
1,528
+250
1045
$247K ﹤0.01%
2,175
-189
1046
$247K ﹤0.01%
13,275
-161
1047
$246K ﹤0.01%
+9,998
1048
$245K ﹤0.01%
7,099
-272
1049
$245K ﹤0.01%
1,459
1050
$244K ﹤0.01%
21,072
-819
40 41
42
43 44