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
376
$2.16M 0.04%
30,264
+1,414
377
$2.15M 0.04%
14,814
-495
378
$2.13M 0.04%
3,160
+37
379
$2.12M 0.04%
44,866
+344
380
$2.12M 0.04%
26,835
-2,713
381
$2.12M 0.04%
48,181
+10,978
382
$2.08M 0.04%
20,203
-3,361
383
$2.07M 0.04%
12,891
-1,353
384
$2.06M 0.04%
47,408
+4,986
385
$2.05M 0.04%
10,890
-12,598
386
$2.05M 0.04%
82,077
+3,624
387
$2.05M 0.04%
54,580
-35,498
388
$2.04M 0.04%
50,149
-5,262
389
$2.04M 0.04%
+93,849
390
$1.95M 0.04%
42,493
+12,073
391
$1.95M 0.04%
39,299
+31
392
$1.94M 0.04%
27,260
+10,314
393
$1.92M 0.04%
16,063
-945
394
$1.92M 0.04%
6,671
+354
395
$1.91M 0.04%
52,605
+32,245
396
$1.91M 0.04%
7,590
-25
397
$1.91M 0.04%
33,339
+14,388
398
$1.91M 0.04%
92,185
+26,106
399
$1.89M 0.04%
24,559
-562
400
$1.88M 0.04%
15,997
-29,940
14 15
16
17 18