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
526
$1.06M 0.02%
8,184
+1,252
527
$1.06M 0.02%
36,143
+172
528
$1.05M 0.02%
1,586
-331
529
$1.05M 0.02%
4,494
-375
530
$1.04M 0.02%
54,970
+10,905
531
$1.04M 0.02%
46,974
-9,427
532
$1.03M 0.02%
33,174
-1,927
533
$1.03M 0.02%
5,923
534
$1.02M 0.02%
41,876
+2,493
535
$1.01M 0.02%
21,949
-341
536
$1.01M 0.02%
+42,485
537
$1M 0.02%
6,956
-613
538
$988K 0.02%
27,353
-728
539
$982K 0.02%
15,465
-714
540
$981K 0.02%
31,667
-16,750
541
$981K 0.02%
31,390
-595
542
$980K 0.02%
14,009
-110
543
$979K 0.02%
12,082
+149
544
$969K 0.02%
+158,873
545
$962K 0.02%
19,160
-2,057
546
$961K 0.02%
26,765
+116
547
$961K 0.02%
18,000
548
$960K 0.02%
3,757
-109
549
$959K 0.02%
85,485
-1,187
550
$957K 0.02%
36,326
+5,062
20 21
22
23 24