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
1076
$230K ﹤0.01%
+2,982
1077
$229K ﹤0.01%
8,409
-190
1078
$229K ﹤0.01%
+2,812
1079
$229K ﹤0.01%
2,289
-87
1080
$229K ﹤0.01%
3,271
-607
1081
$228K ﹤0.01%
4,934
-1,933
1082
$228K ﹤0.01%
+4,919
1083
$228K ﹤0.01%
2,394
-66
1084
$228K ﹤0.01%
143,235
-15,165
1085
$227K ﹤0.01%
2,886
+95
1086
$226K ﹤0.01%
+6,207
1087
$226K ﹤0.01%
2,259
-719
1088
$226K ﹤0.01%
809
+20
1089
$226K ﹤0.01%
+2,484
1090
$226K ﹤0.01%
2,962
1091
$225K ﹤0.01%
4,490
-802
1092
$225K ﹤0.01%
4,018
-612
1093
$225K ﹤0.01%
+992
1094
$225K ﹤0.01%
+16,750
1095
$224K ﹤0.01%
+1,421
1096
$224K ﹤0.01%
3,456
+436
1097
$220K ﹤0.01%
15,006
+4,610
1098
$220K ﹤0.01%
561
+62
1099
$220K ﹤0.01%
+3,192
1100
$220K ﹤0.01%
+9,509
42 43
44
45 46