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
176
$7.92M 0.12%
107,740
+30,573
177
$7.9M 0.12%
62,304
-691
178
$7.87M 0.12%
104,432
+79,340
179
$7.84M 0.12%
79,175
+6,247
180
$7.8M 0.12%
41,566
-3,379
181
$7.77M 0.12%
92,750
+13,626
182
$7.65M 0.12%
260,890
+4,365
183
$7.61M 0.12%
326,840
+237,382
184
$7.6M 0.12%
166,335
+5,568
185
$7.55M 0.12%
267,347
-4,072
186
$7.54M 0.12%
146,993
+85,844
187
$7.47M 0.11%
80,119
+74,482
188
$7.46M 0.11%
15,203
+6,672
189
$7.42M 0.11%
19,824
-93
190
$7.37M 0.11%
175,244
+2,814
191
$7.33M 0.11%
219,361
-6,126
192
$7.3M 0.11%
77,981
-3,278
193
$7.3M 0.11%
95,112
+80,363
194
$7.22M 0.11%
143,646
-953
195
$7.22M 0.11%
115,589
+590
196
$7.22M 0.11%
43,146
+7,056
197
$7.11M 0.11%
267,579
+31,967
198
$7.11M 0.11%
112,237
+10,597
199
$7.09M 0.11%
52,916
-982
200
$6.96M 0.11%
+116,442
6 7
8
9 10