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
26
$44.9M 0.85%
217,262
+2,591
27
$42.7M 0.8%
208,359
+167,564
28
$40.9M 0.77%
152,467
+18,350
29
$36.9M 0.69%
1,356,308
+1,339,755
30
$36.7M 0.69%
221,232
+219,742
31
$36.6M 0.69%
379,926
-16,716
32
$30.5M 0.57%
124,173
+1,795
33
$26.9M 0.51%
286,589
+29,036
34
$26.8M 0.51%
183,595
-10,485
35
$24.9M 0.47%
229,376
+18,185
36
$24.8M 0.47%
413,615
-46,128
37
$24.1M 0.45%
65,645
-14,274
38
$23.9M 0.45%
542,393
-1,087,220
39
$23.3M 0.44%
41,591
+585
40
$23M 0.43%
338,776
+19,701
41
$22.8M 0.43%
42,826
-3,672
42
$21.9M 0.41%
230,036
+31,778
43
$21.7M 0.41%
140,080
+4,386
44
$21.3M 0.4%
360,502
+826
45
$21.1M 0.4%
60,250
-87,928
46
$20.4M 0.38%
222,655
+92,900
47
$19.8M 0.37%
20,934
-33,128
48
$19M 0.36%
113,531
+1,729
49
$18.8M 0.35%
60,229
+1,997
50
$18.3M 0.34%
203,453
+8,397
1
2
3 4 5