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
476
$1.32M 0.02%
27,776
-1,051
477
$1.32M 0.02%
13,591
-138
478
$1.29M 0.02%
14,133
+2,718
479
$1.29M 0.02%
49,815
-435
480
$1.29M 0.02%
15,466
-1,233
481
$1.29M 0.02%
11,118
+453
482
$1.28M 0.02%
22,269
+1,024
483
$1.28M 0.02%
13,618
-22,502
484
$1.27M 0.02%
2,092
+196
485
$1.27M 0.02%
55,462
+18,564
486
$1.27M 0.02%
54,141
+855
487
$1.27M 0.02%
16,343
-2,229
488
$1.26M 0.02%
21,612
-550
489
$1.24M 0.02%
2,321
-172
490
$1.24M 0.02%
+74,362
491
$1.23M 0.02%
42,042
+17,325
492
$1.23M 0.02%
2,705
-27
493
$1.21M 0.02%
53,475
-9,044
494
$1.21M 0.02%
18,596
-4,050
495
$1.21M 0.02%
5,837
+1,459
496
$1.21M 0.02%
29,356
+3,643
497
$1.2M 0.02%
29,906
498
$1.2M 0.02%
3,270
+101
499
$1.2M 0.02%
50,919
+209
500
$1.2M 0.02%
27,008
-8,030
18 19
20
21 22