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
151
$8.86M 0.14%
35,938
+5,106
152
$8.8M 0.13%
17,637
+68
153
$8.79M 0.13%
448,918
+54,285
154
$8.74M 0.13%
130,007
+12,286
155
$8.74M 0.13%
172,181
+20,708
156
$8.71M 0.13%
64,042
+21,458
157
$8.69M 0.13%
203,047
-1,416
158
$8.58M 0.13%
126,487
+13,639
159
$8.55M 0.13%
288,639
+45,230
160
$8.51M 0.13%
44,237
+1,360
161
$8.48M 0.13%
126,455
+7,582
162
$8.4M 0.13%
+249,964
163
$8.37M 0.13%
301,636
+49,944
164
$8.37M 0.13%
100,877
-99,989
165
$8.35M 0.13%
73,366
+7,068
166
$8.35M 0.13%
167,610
+14,913
167
$8.35M 0.13%
128,466
+29,862
168
$8.27M 0.13%
70,813
-2,790
169
$8.25M 0.13%
28,101
+104
170
$8.24M 0.13%
367,363
+8,082
171
$8.24M 0.13%
88,280
+6,920
172
$8.08M 0.12%
88,352
+7,616
173
$8.02M 0.12%
219,552
+33,699
174
$8M 0.12%
33,937
+31,259
175
$7.96M 0.12%
23,974
-443
5 6
7
8 9