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
851
$333K 0.01%
4,231
-714
852
$332K 0.01%
3,798
-1,274
853
$331K 0.01%
+47,078
854
$331K 0.01%
6,260
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855
$331K 0.01%
1,611
+190
856
$330K 0.01%
16,675
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857
$329K 0.01%
5,936
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858
$329K 0.01%
5,155
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859
$328K 0.01%
14,095
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860
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6,294
-329
861
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-175
862
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2,718
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863
$325K 0.01%
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864
$324K 0.01%
6,051
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865
$323K 0.01%
10,380
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$323K 0.01%
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867
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868
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5,057
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869
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959
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871
$319K 0.01%
5,309
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872
$318K 0.01%
+4,930
873
$317K 0.01%
7,546
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874
$315K 0.01%
11,958
-8,479
875
$314K 0.01%
7,770
33 34
35
36 37