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
701
$542K 0.01%
5,875
+845
702
$540K 0.01%
+13,690
703
$540K 0.01%
142
-1
704
$538K 0.01%
4,198
+338
705
$538K 0.01%
9,245
706
$536K 0.01%
4,982
-822
707
$532K 0.01%
+10,487
708
$529K 0.01%
2,049
-78
709
$529K 0.01%
8,880
-132
710
$527K 0.01%
20,931
+4,653
711
$525K 0.01%
26,885
-1,108
712
$524K 0.01%
5,506
-174
713
$521K 0.01%
3,710
+1,447
714
$518K 0.01%
+10,808
715
$516K 0.01%
20,550
716
$513K 0.01%
+41,471
717
$512K 0.01%
28,144
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718
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9,556
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719
$510K 0.01%
104,396
+2,998
720
$508K 0.01%
+2,756
721
$507K 0.01%
6,623
+177
722
$506K 0.01%
5,026
-35
723
$506K 0.01%
5,063
-1,312
724
$506K 0.01%
+37,033
725
$500K 0.01%
+5,739
27 28
29
30 31