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
1126
$211K ﹤0.01%
14,184
-289
1127
$211K ﹤0.01%
+4,608
1128
$209K ﹤0.01%
+1,548
1129
$208K ﹤0.01%
11,153
+5
1130
$207K ﹤0.01%
8,802
-98
1131
$207K ﹤0.01%
3,954
-17,711
1132
$207K ﹤0.01%
50,000
1133
$206K ﹤0.01%
+4,322
1134
$204K ﹤0.01%
+1,220
1135
$204K ﹤0.01%
+1,371
1136
$204K ﹤0.01%
+6,887
1137
$204K ﹤0.01%
11,940
-2,573
1138
$203K ﹤0.01%
+3,100
1139
$203K ﹤0.01%
7,316
1140
$202K ﹤0.01%
+2,271
1141
$202K ﹤0.01%
+599
1142
$201K ﹤0.01%
+1,600
1143
$201K ﹤0.01%
10,000
1144
$201K ﹤0.01%
+4,453
1145
$200K ﹤0.01%
+2,186
1146
$200K ﹤0.01%
6,164
-19,841
1147
$199K ﹤0.01%
15,517
-39,075
1148
$193K ﹤0.01%
+15,684
1149
$190K ﹤0.01%
+3,481
1150
$189K ﹤0.01%
29,648
+2,736
44 45
46
47 48