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
251
$3.97M 0.07%
213,531
-54,509
252
$3.97M 0.07%
40,214
-749
253
$3.96M 0.07%
166,909
-6,104
254
$3.95M 0.07%
93,752
+24,901
255
$3.93M 0.07%
67,972
-1,118
256
$3.88M 0.07%
172,992
-8,100
257
$3.83M 0.07%
35,030
+5,288
258
$3.74M 0.07%
85,899
+32,383
259
$3.73M 0.07%
71,025
+2,285
260
$3.71M 0.07%
110,616
+33,459
261
$3.68M 0.07%
21,563
-2,093
262
$3.67M 0.07%
71,929
+24,783
263
$3.66M 0.07%
15,010
-11
264
$3.65M 0.07%
11,073
-86
265
$3.65M 0.07%
13,807
-267
266
$3.6M 0.07%
21,124
+755
267
$3.58M 0.07%
36,046
-4,452
268
$3.56M 0.07%
24,416
+561
269
$3.54M 0.07%
32,205
+11,485
270
$3.53M 0.07%
10,485
+8,457
271
$3.52M 0.07%
57,997
-760
272
$3.52M 0.07%
44,239
-357
273
$3.48M 0.07%
46,043
-4,186
274
$3.48M 0.07%
18,510
-28,325
275
$3.46M 0.07%
+51,138
9 10
11
12 13