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
126
$10.2M 0.16%
144,144
-2,716
127
$10.2M 0.16%
202,749
+191,230
128
$10.1M 0.16%
322,896
+22,316
129
$10.1M 0.15%
154,665
+6,447
130
$10.1M 0.15%
50,740
-158,246
131
$10M 0.15%
50,808
-19,827
132
$10M 0.15%
70,107
+1,741
133
$9.88M 0.15%
116,434
+14,974
134
$9.86M 0.15%
69,720
+137
135
$9.77M 0.15%
193,262
+187,702
136
$9.75M 0.15%
120,015
+3,410
137
$9.7M 0.15%
347,608
+2,548
138
$9.55M 0.15%
8,188
+633
139
$9.54M 0.15%
121,742
+5,610
140
$9.5M 0.15%
605,320
+57,168
141
$9.39M 0.14%
185,324
+6,704
142
$9.28M 0.14%
79,236
-728
143
$9.17M 0.14%
+111,761
144
$9.05M 0.14%
181,713
-6,868
145
$8.97M 0.14%
25,419
-77,004
146
$8.96M 0.14%
135,162
+14,505
147
$8.96M 0.14%
349,861
+17,890
148
$8.96M 0.14%
197,915
+15,166
149
$8.93M 0.14%
213,076
+4,149
150
$8.92M 0.14%
+188,676
4 5
6
7 8