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
801
$394K 0.01%
5,035
-7,751
802
$394K 0.01%
4,838
-136
803
$390K 0.01%
6,500
804
$390K 0.01%
1,726
805
$390K 0.01%
622
-2,317
806
$388K 0.01%
+7,789
807
$383K 0.01%
3,929
-101
808
$382K 0.01%
3,771
-3,350
809
$381K 0.01%
5,500
-343
810
$379K 0.01%
3,779
-201
811
$379K 0.01%
6,146
-4
812
$379K 0.01%
25,267
+31
813
$376K 0.01%
3,861
-39
814
$376K 0.01%
1,255
+165
815
$375K 0.01%
5,404
+461
816
$373K 0.01%
5,299
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818
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819
$371K 0.01%
13,871
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820
$369K 0.01%
2,141
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821
$368K 0.01%
2,494
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822
$366K 0.01%
12,182
-8,879
823
$366K 0.01%
+15,271
824
$366K 0.01%
9,415
+616
825
$364K 0.01%
+12,002
31 32
33
34 35