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
301
$2.91M 0.05%
59,665
+25,808
302
$2.91M 0.05%
+17,184
303
$2.91M 0.05%
+70,746
304
$2.89M 0.05%
+31,582
305
$2.88M 0.05%
76,914
+5,127
306
$2.86M 0.05%
4,210
-187
307
$2.86M 0.05%
20,445
+723
308
$2.85M 0.05%
60,004
+9,559
309
$2.85M 0.05%
11,081
+22
310
$2.85M 0.05%
+23,665
311
$2.85M 0.05%
12,296
+149
312
$2.82M 0.05%
8,004
-646
313
$2.82M 0.05%
+21,596
314
$2.81M 0.05%
+30,965
315
$2.81M 0.05%
74,547
-3,930
316
$2.81M 0.05%
+21,325
317
$2.79M 0.05%
49,211
-21,142
318
$2.77M 0.05%
16,717
-1,248
319
$2.75M 0.05%
+169,159
320
$2.73M 0.05%
60,420
-34,101
321
$2.72M 0.05%
22,986
+9,285
322
$2.71M 0.05%
5,825
+209
323
$2.69M 0.05%
37,735
324
$2.68M 0.05%
50,804
-27,235
325
$2.68M 0.05%
9,816
+290
11 12
13
14 15