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
1076
$48.7K ﹤0.01%
24,120
-1,093
1077
$36.1K ﹤0.01%
+26,000
1078
$30.6K ﹤0.01%
+14,570
1079
$30.2K ﹤0.01%
+22,073
1080
$20.2K ﹤0.01%
+17,525
1081
$19.5K ﹤0.01%
10,000
1082
$19.2K ﹤0.01%
+30,000
1083
$16.9K ﹤0.01%
32,400
1084
$12K ﹤0.01%
+10,012
1085
$10.1K ﹤0.01%
10,496
+100
1086
$6.17K ﹤0.01%
11,210
-790
1087
– –
-1,008
1088
– –
-11,753
1089
– –
-9,240
1090
– –
-3,288
1091
– –
-1,336
1092
– –
-65,451
1093
– –
-36,323
1094
– –
-10,932
1095
– –
-22,297
1096
– –
-4,841
1097
– –
-12,584
1098
– –
-75,509
1099
– –
-7,387
1100
– –
-34,000
42 43
44
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