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
1151
$183K ﹤0.01%
18,736
-310
1152
$180K ﹤0.01%
16,592
-300
1153
$180K ﹤0.01%
11,996
+966
1154
$177K ﹤0.01%
+10,594
1155
$176K ﹤0.01%
24,523
+1,162
1156
$175K ﹤0.01%
15,808
-784
1157
$159K ﹤0.01%
+13,227
1158
$159K ﹤0.01%
32,578
-70,060
1159
$154K ﹤0.01%
+13,450
1160
$152K ﹤0.01%
11,255
1161
$150K ﹤0.01%
+12,708
1162
$145K ﹤0.01%
15,150
1163
$140K ﹤0.01%
+13,547
1164
$137K ﹤0.01%
24,750
-250
1165
$131K ﹤0.01%
10,426
-930
1166
$128K ﹤0.01%
20,265
+5,700
1167
$125K ﹤0.01%
11,000
1168
$122K ﹤0.01%
83,179
1169
$116K ﹤0.01%
+10,065
1170
$115K ﹤0.01%
12,120
1171
$113K ﹤0.01%
+12,575
1172
$113K ﹤0.01%
21,160
+9,860
1173
$109K ﹤0.01%
12,012
-830
1174
$104K ﹤0.01%
65,425
-19,000
1175
$99.1K ﹤0.01%
30,770
+588
45 46
47
48 49