KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.31B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,204
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$39.6M
3
+$38.4M
4
JAJL
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
+$36.7M
5
DHR icon
Danaher
DHR
+$36.6M

Top Sells

1
+$49.1M
2
+$32.3M
3
+$32.1M
4
V icon
Visa
V
+$29.8M
5
AMT icon
American Tower
AMT
+$24.3M

Sector Composition

1 Technology 12%
2 Consumer Discretionary 5.58%
3 Financials 5.17%
4 Healthcare 4.8%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$500K 0.01%
1,575
+1
727
$492K 0.01%
3,332
-721
728
$490K 0.01%
4,728
729
$489K 0.01%
16,054
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$488K 0.01%
6,896
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731
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5,985
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732
$484K 0.01%
6,705
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733
$481K 0.01%
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734
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12,959
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735
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128,771
+113,771
736
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5,958
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737
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17,922
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738
$473K 0.01%
15,171
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739
$473K 0.01%
9,327
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740
$473K 0.01%
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744
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12,984
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33,630
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748
$465K 0.01%
5,279
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749
$463K 0.01%
9,069
-13,014
750
$461K 0.01%
4,124
-1,702
28 29
30
31 32