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
1
$201M 3.07%
6,586,811
-1,552,245
2
$178M 2.72%
955,736
-7,410
3
$151M 2.31%
292,145
+78,297
4
$145M 2.21%
1,386,615
+32,534
5
$142M 2.17%
5,992,210
+462,213
6
$140M 2.13%
548,810
-3,052
7
$120M 1.83%
1,192,992
-401,517
8
$119M 1.82%
3,809,675
+338,557
9
$118M 1.81%
3,850,206
+795,022
10
$116M 1.77%
3,136,438
+267,822
11
$94.1M 1.44%
334,421
-45,227
12
$87.2M 1.33%
3,016,513
+266,485
13
$80.7M 1.23%
367,567
-5,666
14
$74.8M 1.14%
122,224
+16,205
15
$74.7M 1.14%
2,761,615
+89,379
16
$71M 1.08%
96,706
+61,819
17
$63.7M 0.97%
211,743
+5,400
18
$63.6M 0.97%
83,395
+11,111
19
$63.4M 0.97%
1,760,405
+75,942
20
$61.5M 0.94%
102,364
-3,455
21
$60.8M 0.93%
215,476
+185,174
22
$59.8M 0.91%
2,312,282
+229,949
23
$56.2M 0.86%
60,736
+9,363
24
$55.3M 0.84%
461,110
+31,390
25
$54.4M 0.83%
2,050,368
-86,143
1
2 3 4 5