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
751
$461K 0.01%
5,303
+436
752
$458K 0.01%
5,701
-78
753
$455K 0.01%
5,727
-151
754
$454K 0.01%
9,569
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755
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12,316
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756
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4,238
-2,180
757
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35,743
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758
$453K 0.01%
10,945
-2,343
759
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5,261
-381
760
$452K 0.01%
30,849
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761
$452K 0.01%
12,224
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762
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763
$450K 0.01%
7,540
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764
$448K 0.01%
1,966
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765
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4,369
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766
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12,471
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769
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12,752
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771
$437K 0.01%
13,904
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772
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17,728
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$436K 0.01%
5,410
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$436K 0.01%
3,818
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$433K 0.01%
7,333
-281
29 30
31
32 33