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
551
$953K 0.02%
+4,558
552
$948K 0.02%
10,119
+12
553
$943K 0.02%
9,792
+1,430
554
$940K 0.02%
24,891
-1,568
555
$939K 0.02%
3,155
-3
556
$939K 0.02%
4,655
+773
557
$937K 0.02%
14,747
+35
558
$931K 0.02%
3,224
-30
559
$930K 0.02%
1,515
-40
560
$928K 0.02%
3,897
+91
561
$928K 0.02%
5,428
-560
562
$927K 0.02%
7,409
-67,649
563
$925K 0.02%
20,069
-4,775
564
$925K 0.02%
474
+15
565
$919K 0.02%
40,705
566
$916K 0.02%
14,733
-518
567
$910K 0.02%
7,804
+1,565
568
$910K 0.02%
81,107
-4,650
569
$910K 0.02%
4,773
+14
570
$910K 0.02%
39,573
+287
571
$907K 0.02%
6,688
+100
572
$902K 0.02%
21,585
+2,103
573
$902K 0.02%
13,945
-441
574
$900K 0.02%
47,005
-1,342
575
$897K 0.02%
8,206
-82
21 22
23
24 25