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
676
$593K 0.01%
19,925
+1,882
677
$593K 0.01%
5,650
+1,664
678
$590K 0.01%
15,227
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680
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30,063
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681
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36,099
682
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6,644
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683
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908
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684
$571K 0.01%
10,104
-2,582
685
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11,601
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686
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687
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12,170
-2,437
688
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12,298
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6,341
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11,157
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$550K 0.01%
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$550K 0.01%
9,551
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699
$547K 0.01%
11,962
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$545K 0.01%
9,963
+525
26 27
28
29 30