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
1176
$92.4K ﹤0.01%
10,000
1177
$88.2K ﹤0.01%
+14,184
1178
$87.5K ﹤0.01%
12,119
-46,608
1179
$83.5K ﹤0.01%
26,000
1180
$82.8K ﹤0.01%
10,000
1181
$73.5K ﹤0.01%
24,496
-3,799
1182
$66.1K ﹤0.01%
10,000
1183
$62.3K ﹤0.01%
39,651
-298
1184
$49.3K ﹤0.01%
17,917
-573
1185
$46.5K ﹤0.01%
12,573
-492
1186
$22.2K ﹤0.01%
+1,284
1187
$21.4K ﹤0.01%
13,573
-5,750
1188
$15.7K ﹤0.01%
11,210
1189
$15.1K ﹤0.01%
10,496
1190
$9.17K ﹤0.01%
10,000
1191
$1.84K ﹤0.01%
+23,537
1192
– –
-11,357
1193
– –
-8,998
1194
– –
-11,343
1195
– –
0
1196
– –
-96,996
1197
– –
-6,748
1198
– –
-3,230
1199
– –
-3,524
1200
– –
-4,372
46 47
48
49 50