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
901
$295K 0.01%
11,821
902
$295K 0.01%
2,857
+12
903
$294K 0.01%
498
-24
904
$292K 0.01%
+1,102
905
$291K 0.01%
6,407
-141
906
$291K 0.01%
7,569
-6
907
$291K 0.01%
19,498
908
$291K 0.01%
1,650
-76
909
$290K 0.01%
34,434
+80
910
$289K 0.01%
2,125
-20
911
$288K 0.01%
3,981
-55
912
$288K 0.01%
2,876
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$287K 0.01%
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914
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5,897
-3,643
915
$285K 0.01%
5,229
+725
916
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917
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6,454
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919
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6,991
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920
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10,609
-26
921
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9,765
922
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3,076
-3,000
923
$278K 0.01%
+6,008
924
$278K 0.01%
5,453
-1,331
925
$274K 0.01%
3,039
+704
35 36
37
38 39