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
401
$1.87M 0.04%
10,853
+35
402
$1.87M 0.04%
25,742
-55
403
$1.86M 0.04%
52,204
-1,162
404
$1.85M 0.03%
25,413
+1,138
405
$1.85M 0.03%
27,301
-157,333
406
$1.84M 0.03%
7,952
-408
407
$1.84M 0.03%
30,825
-4,784
408
$1.84M 0.03%
73,112
+10,044
409
$1.8M 0.03%
20,782
-3,506
410
$1.79M 0.03%
80,691
+1,604
411
$1.79M 0.03%
11,360
+160
412
$1.76M 0.03%
33,365
+2,566
413
$1.76M 0.03%
34,562
+7,983
414
$1.75M 0.03%
46,742
+15,712
415
$1.74M 0.03%
12,241
-2,126
416
$1.74M 0.03%
82,967
+30,539
417
$1.74M 0.03%
24,146
+3,968
418
$1.73M 0.03%
64,336
-2,816
419
$1.71M 0.03%
13,478
-664
420
$1.68M 0.03%
9,353
+1,065
421
$1.67M 0.03%
43,754
-1,088
422
$1.67M 0.03%
33,087
-3,047
423
$1.66M 0.03%
31,772
+2,203
424
$1.66M 0.03%
22,603
-255
425
$1.66M 0.03%
83,984
-1,100
15 16
17
18 19