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
326
$2.63M 0.05%
+104,293
327
$2.63M 0.05%
26,793
-2,029
328
$2.61M 0.05%
143,313
-41,566
329
$2.59M 0.05%
35,116
+3,710
330
$2.59M 0.05%
+56,436
331
$2.58M 0.05%
61,182
-20,863
332
$2.56M 0.05%
27,606
-416
333
$2.55M 0.05%
125,879
+140
334
$2.55M 0.05%
+33,708
335
$2.54M 0.05%
+30,595
336
$2.53M 0.05%
24,731
+2,612
337
$2.52M 0.05%
40,074
-54,971
338
$2.52M 0.05%
48,118
+17,637
339
$2.52M 0.05%
16,943
+593
340
$2.52M 0.05%
5,365
-142
341
$2.51M 0.05%
142,652
+10,630
342
$2.49M 0.05%
+12,201
343
$2.48M 0.05%
29,171
-3,732
344
$2.47M 0.05%
26,407
-136
345
$2.46M 0.05%
346,281
+94,217
346
$2.46M 0.05%
8,064
+562
347
$2.45M 0.05%
30,030
-277
348
$2.44M 0.05%
+27,829
349
$2.44M 0.05%
+34,035
350
$2.43M 0.05%
22,244
+181
12 13
14
15 16