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
851
$333K 0.01%
4,231
-714
852
$332K 0.01%
3,798
-1,274
853
$331K 0.01%
+47,078
854
$331K 0.01%
6,260
+1,531
855
$331K 0.01%
1,611
+190
856
$330K 0.01%
16,675
+3,333
857
$329K 0.01%
5,936
+55
858
$329K 0.01%
5,155
-255
859
$328K 0.01%
14,095
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860
$328K 0.01%
6,294
-329
861
$325K 0.01%
6,093
-175
862
$325K 0.01%
2,718
+945
863
$325K 0.01%
1,708
-31
864
$324K 0.01%
6,051
-75
865
$323K 0.01%
10,380
-1,410
866
$323K 0.01%
1,478
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867
$323K 0.01%
12,322
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868
$322K 0.01%
5,057
-21,215
869
$321K 0.01%
959
-1,380
870
$320K 0.01%
7,473
871
$319K 0.01%
5,309
+371
872
$318K 0.01%
+4,930
873
$317K 0.01%
7,546
+87
874
$315K 0.01%
11,958
-8,479
875
$314K 0.01%
7,770
33 34
35
36 37