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
451
$1.46M 0.03%
26,120
-1,313
452
$1.46M 0.03%
40,576
+27,574
453
$1.46M 0.03%
4,321
-241
454
$1.45M 0.03%
+78,878
455
$1.44M 0.03%
13,920
+2,864
456
$1.44M 0.03%
17,201
+4,010
457
$1.44M 0.03%
34,622
+18,657
458
$1.42M 0.03%
27,703
-2,956
459
$1.41M 0.03%
41,735
-6,598
460
$1.41M 0.03%
+41,832
461
$1.4M 0.03%
39,070
+22,679
462
$1.4M 0.03%
10,564
-374
463
$1.39M 0.03%
11,058
-481
464
$1.39M 0.03%
2,876
-10
465
$1.39M 0.03%
29,673
-499
466
$1.38M 0.03%
58,471
+29,840
467
$1.38M 0.03%
4,411
+30
468
$1.37M 0.03%
6,218
-26
469
$1.37M 0.03%
40,368
+32,983
470
$1.37M 0.03%
+5,831
471
$1.37M 0.03%
30,847
+422
472
$1.35M 0.03%
65,223
-11,869
473
$1.34M 0.03%
43,643
-985
474
$1.33M 0.03%
25,695
+3,246
475
$1.32M 0.03%
24,983
+1,933
17 18
19
20 21