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
51
$17.5M 0.33%
90,583
+56,860
52
$17.3M 0.33%
103,544
-1,541
53
$17.2M 0.32%
301,803
+83,807
54
$16.9M 0.32%
142,313
-2,530
55
$16.7M 0.31%
203,972
-54,622
56
$16.5M 0.31%
85,246
+675
57
$16.2M 0.31%
195,920
+14,324
58
$15.7M 0.3%
119,821
-18,235
59
$15.6M 0.29%
203,354
-23,337
60
$14.8M 0.28%
74,972
+599
61
$14.7M 0.28%
351,408
-98,192
62
$14.6M 0.28%
293,324
-16,702
63
$14.4M 0.27%
236,822
+68,215
64
$14.4M 0.27%
68,689
+87
65
$14.2M 0.27%
57,295
+29,017
66
$14.1M 0.27%
48,950
+10,112
67
$14M 0.26%
14,752
+7,131
68
$13.9M 0.26%
81,753
+1,261
69
$13.7M 0.26%
491,749
+69,128
70
$13.4M 0.25%
85,788
+900
71
$13.4M 0.25%
74,306
+4,950
72
$13.3M 0.25%
109,010
-22,188
73
$13.3M 0.25%
441,245
+4,633
74
$13.3M 0.25%
259,509
+3,145
75
$13M 0.24%
41,585
-7,001
1 2
3
4 5