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
1101
$219K ﹤0.01%
15,500
+3,098
1102
$219K ﹤0.01%
+738
1103
$219K ﹤0.01%
+4,078
1104
$218K ﹤0.01%
+8,262
1105
$217K ﹤0.01%
17,799
-153
1106
$217K ﹤0.01%
1,921
+7
1107
$217K ﹤0.01%
+4,480
1108
$215K ﹤0.01%
3,111
-375
1109
$215K ﹤0.01%
+4,469
1110
$214K ﹤0.01%
1,127
+12
1111
$214K ﹤0.01%
+747
1112
$214K ﹤0.01%
39,748
-46,638
1113
$213K ﹤0.01%
+4,581
1114
$213K ﹤0.01%
5,063
1115
$213K ﹤0.01%
+2,236
1116
$213K ﹤0.01%
+4,084
1117
$213K ﹤0.01%
+7,528
1118
$213K ﹤0.01%
7,843
-100
1119
$213K ﹤0.01%
12,501
+57
1120
$212K ﹤0.01%
8,912
+320
1121
$212K ﹤0.01%
+79,238
1122
$212K ﹤0.01%
+7,393
1123
$212K ﹤0.01%
+3,260
1124
$212K ﹤0.01%
7,271
-31
1125
$211K ﹤0.01%
+7,762
43 44
45
46 47