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
501
$1.19M 0.02%
4,476
-100
502
$1.19M 0.02%
11,916
-5,588
503
$1.19M 0.02%
15,094
+2,627
504
$1.19M 0.02%
54,259
-8,101
505
$1.18M 0.02%
35,534
+4,772
506
$1.17M 0.02%
31,475
-254
507
$1.17M 0.02%
19,685
-5,877
508
$1.16M 0.02%
9,900
+6,422
509
$1.16M 0.02%
26,598
-961
510
$1.16M 0.02%
11,586
-74
511
$1.16M 0.02%
28,575
-2,477
512
$1.14M 0.02%
113,962
+11,942
513
$1.14M 0.02%
34,638
+1,475
514
$1.13M 0.02%
19,485
-23,146
515
$1.13M 0.02%
13,153
-775
516
$1.13M 0.02%
33,040
-90
517
$1.12M 0.02%
10,072
-1,523
518
$1.12M 0.02%
11,256
-274
519
$1.12M 0.02%
22,106
+15,200
520
$1.12M 0.02%
16,612
-530
521
$1.11M 0.02%
+112,707
522
$1.11M 0.02%
13,589
-1,887
523
$1.11M 0.02%
8,362
+3,048
524
$1.1M 0.02%
5,296
-72
525
$1.07M 0.02%
16,945
+1,290
19 20
21
22 23