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
801
$394K 0.01%
5,035
-7,751
802
$394K 0.01%
4,838
-136
803
$390K 0.01%
6,500
804
$390K 0.01%
1,726
805
$390K 0.01%
622
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806
$388K 0.01%
+7,789
807
$383K 0.01%
3,929
-101
808
$382K 0.01%
3,771
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$381K 0.01%
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810
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811
$379K 0.01%
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812
$379K 0.01%
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813
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814
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815
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821
$368K 0.01%
2,494
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$366K 0.01%
12,182
-8,879
823
$366K 0.01%
+15,271
824
$366K 0.01%
9,415
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825
$364K 0.01%
+12,002
31 32
33
34 35