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
1051
$244K ﹤0.01%
5,943
-259
1052
$244K ﹤0.01%
4,297
-583
1053
$244K ﹤0.01%
5,684
-37
1054
$244K ﹤0.01%
17,893
-1,930
1055
$243K ﹤0.01%
255
-5
1056
$243K ﹤0.01%
+2,709
1057
$243K ﹤0.01%
5,245
-4,891
1058
$243K ﹤0.01%
+1,183
1059
$242K ﹤0.01%
2,739
+67
1060
$241K ﹤0.01%
15,720
+1,539
1061
$241K ﹤0.01%
7,453
+20
1062
$240K ﹤0.01%
3,558
+19
1063
$240K ﹤0.01%
39,426
1064
$239K ﹤0.01%
5,543
-1,268
1065
$238K ﹤0.01%
+2,192
1066
$237K ﹤0.01%
1,093
+165
1067
$236K ﹤0.01%
+2,111
1068
$235K ﹤0.01%
+4,816
1069
$235K ﹤0.01%
+3,068
1070
$234K ﹤0.01%
5,093
1071
$234K ﹤0.01%
+8,108
1072
$234K ﹤0.01%
7,119
1073
$234K ﹤0.01%
4,605
+406
1074
$232K ﹤0.01%
+1,721
1075
$231K ﹤0.01%
8,000
41 42
43
44 45