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
276
$3.35M 0.06%
55,296
-3,607
277
$3.34M 0.06%
79,139
+74,808
278
$3.32M 0.06%
36,093
+1,731
279
$3.31M 0.06%
46,382
-9
280
$3.3M 0.06%
+80,572
281
$3.25M 0.06%
51,042
+13,835
282
$3.22M 0.06%
50,301
+4,141
283
$3.2M 0.06%
20,167
-16,898
284
$3.18M 0.06%
14,362
-1,258
285
$3.17M 0.06%
+96,114
286
$3.17M 0.06%
59,392
+51,250
287
$3.17M 0.06%
18,007
-79
288
$3.14M 0.06%
70,436
-15,287
289
$3.13M 0.06%
+43,807
290
$3.13M 0.06%
29,783
+2,770
291
$3.08M 0.06%
43,796
+36,714
292
$3.06M 0.06%
67,038
+12,029
293
$3.04M 0.06%
31,832
+5,435
294
$3.04M 0.06%
132,812
-18,021
295
$3.03M 0.06%
657
-1,227
296
$3M 0.06%
+100,706
297
$2.97M 0.06%
17,143
+2,065
298
$2.95M 0.06%
+37,946
299
$2.94M 0.06%
26,860
-266,429
300
$2.92M 0.06%
57,738
+13,852
10 11
12
13 14