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
776
$430K 0.01%
3,812
+127
777
$422K 0.01%
+13,669
778
$421K 0.01%
2,399
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779
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+6,821
780
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18,093
-11,290
781
$418K 0.01%
996
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782
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783
$417K 0.01%
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784
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3,246
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785
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8,195
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7,560
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$414K 0.01%
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788
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888
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2,767
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$404K 0.01%
5,008
799
$404K 0.01%
11,170
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$401K 0.01%
28,926
+3,075
30 31
32
33 34