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
426
$1.66M 0.03%
31,312
+2,321
427
$1.66M 0.03%
58,158
-700
428
$1.66M 0.03%
13,693
-1,454
429
$1.66M 0.03%
58,270
+2,584
430
$1.65M 0.03%
5,810
-38
431
$1.64M 0.03%
17,781
+5,017
432
$1.64M 0.03%
9,605
-50,802
433
$1.64M 0.03%
14,462
+494
434
$1.63M 0.03%
69,598
+11,907
435
$1.61M 0.03%
+32,555
436
$1.58M 0.03%
5,843
-343
437
$1.58M 0.03%
37,217
+397
438
$1.57M 0.03%
3,735
+167
439
$1.56M 0.03%
21,327
+5,002
440
$1.55M 0.03%
39,434
-666
441
$1.55M 0.03%
5,130
-1,011
442
$1.55M 0.03%
17,232
-1,494
443
$1.54M 0.03%
13,560
+5,771
444
$1.52M 0.03%
9,204
-782
445
$1.51M 0.03%
51,371
-3,796
446
$1.5M 0.03%
8,063
-581
447
$1.5M 0.03%
223,081
+86,673
448
$1.5M 0.03%
19,552
-1,299
449
$1.49M 0.03%
69,233
-9,516
450
$1.48M 0.03%
18,907
+5,627
16 17
18
19 20