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
826
$363K 0.01%
13,000
827
$362K 0.01%
9,023
-99
828
$361K 0.01%
+24,700
829
$361K 0.01%
+32,236
830
$360K 0.01%
2,821
-162
831
$360K 0.01%
1,418
+4
832
$359K 0.01%
11,029
-269
833
$358K 0.01%
1,111
+480
834
$358K 0.01%
10,781
-2,648
835
$358K 0.01%
+9,509
836
$357K 0.01%
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837
$356K 0.01%
+28,250
838
$349K 0.01%
+30,924
839
$348K 0.01%
9,073
-3,772
840
$347K 0.01%
2,036
+67
841
$346K 0.01%
2,414
-1,443
842
$345K 0.01%
4,194
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$340K 0.01%
1,900
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844
$338K 0.01%
1,039
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845
$337K 0.01%
9,323
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846
$337K 0.01%
6,422
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847
$337K 0.01%
5,208
-327
848
$335K 0.01%
100,060
849
$334K 0.01%
2,474
-21
850
$334K 0.01%
+14,346
32 33
34
35 36