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
201
$6.95M 0.11%
128,771
+117,861
202
$6.92M 0.11%
+164,690
203
$6.91M 0.11%
47,785
-2,233
204
$6.9M 0.11%
57,224
+4,534
205
$6.88M 0.11%
48,962
-4,939
206
$6.86M 0.1%
267,923
+7,404
207
$6.63M 0.1%
53,547
+3,294
208
$6.59M 0.1%
108,476
+4,243
209
$6.49M 0.1%
+246,010
210
$6.47M 0.1%
71,338
-2,949
211
$6.45M 0.1%
177,613
+25,630
212
$6.36M 0.1%
123,567
+26,909
213
$6.3M 0.1%
68,754
-1,998
214
$6.3M 0.1%
105,057
+14,462
215
$6.26M 0.1%
323,582
+23,133
216
$6.19M 0.09%
302,436
-6,320
217
$6.13M 0.09%
25,944
+1,781
218
$6.11M 0.09%
118,497
-264
219
$6.1M 0.09%
194,391
+181,918
220
$6.09M 0.09%
241,595
-190,528
221
$6.06M 0.09%
61,828
+1,484
222
$6.01M 0.09%
+75,030
223
$5.98M 0.09%
118,594
+9,948
224
$5.96M 0.09%
22,837
+2,548
225
$5.94M 0.09%
128,724
+9,320
7 8
9
10 11