KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
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
+$38M
3
+$36.5M
4
JAJL
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
+$36.4M
5
DHR icon
Danaher
DHR
+$34.4M

Top Sells

1
+$47.9M
2
+$31.3M
3
+$30.8M
4
EMR icon
Emerson Electric
EMR
+$29.2M
5
AMT icon
American Tower
AMT
+$26.9M

Sector Composition

1 Technology 12.01%
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
226
$4.7M 0.09%
55,646
+4,703
227
$4.67M 0.09%
194,247
+50,609
228
$4.66M 0.09%
46,876
+23,750
229
$4.61M 0.09%
181,867
+22,586
230
$4.48M 0.08%
145,405
+50,456
231
$4.46M 0.08%
38,447
-7,398
232
$4.45M 0.08%
72,128
-4,558
233
$4.44M 0.08%
21,032
-430
234
$4.42M 0.08%
99,801
-8,403
235
$4.42M 0.08%
88,802
+29,120
236
$4.39M 0.08%
86,306
-15,480
237
$4.38M 0.08%
8,555
+35
238
$4.36M 0.08%
39,243
+6,225
239
$4.32M 0.08%
52,075
+567
240
$4.3M 0.08%
58,549
-12,519
241
$4.26M 0.08%
128,655
+27,254
242
$4.25M 0.08%
75,255
+14,658
243
$4.18M 0.08%
20,961
-6,601
244
$4.17M 0.08%
89,025
+13,349
245
$4.16M 0.08%
85,247
+18,162
246
$4.14M 0.08%
92,296
+44,356
247
$4.1M 0.08%
52,338
+1,454
248
$4.02M 0.08%
55,267
-1,015
249
$4.01M 0.08%
79,113
+1,712
250
$3.98M 0.08%
9,091
-2
8 9
10
11 12