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
1201
– –
-66,909
1202
– –
-110,797
1203
– –
-10,649
1204
– –
-9,347
1205
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-4,637
1206
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-13,629
1207
– –
-4,138
1208
– –
-8,574
1209
– –
-53,700
1210
– –
-125,462
1211
– –
-8,191
1212
– –
-6,228
1213
– –
-23,886
1214
– –
-4,901
1215
– –
-9,204
1216
– –
-53,495
1217
– –
-37,128
1218
– –
-5,977
1219
– –
-5,540
1220
– –
-3,201
1221
– –
-24,355
1222
– –
-14,310
1223
– –
-13,909
1224
– –
-7,295
1225
– –
-78,448
47 48
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