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
351
$2.42M 0.05%
4,435
+251
352
$2.41M 0.05%
70,308
+2,282
353
$2.4M 0.05%
+7,540
354
$2.39M 0.04%
9,752
+1,480
355
$2.38M 0.04%
10,712
+299
356
$2.37M 0.04%
95,421
-4,572
357
$2.33M 0.04%
30,799
+26,769
358
$2.33M 0.04%
29,572
-558
359
$2.33M 0.04%
20,845
-400
360
$2.31M 0.04%
2,905
+140
361
$2.3M 0.04%
41,747
+369
362
$2.28M 0.04%
73,606
+19,562
363
$2.27M 0.04%
8,945
-464
364
$2.26M 0.04%
10,041
+41
365
$2.25M 0.04%
113,680
-801
366
$2.25M 0.04%
4,535
+181
367
$2.24M 0.04%
32,117
+242
368
$2.24M 0.04%
30,370
+8,713
369
$2.22M 0.04%
57,042
+45,761
370
$2.21M 0.04%
26,659
+1,798
371
$2.2M 0.04%
34,593
+8,652
372
$2.19M 0.04%
70,966
-1,753
373
$2.17M 0.04%
43,818
+10,851
374
$2.17M 0.04%
36,794
+546
375
$2.17M 0.04%
9,144
+66
13 14
15
16 17