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
926
$274K 0.01%
+8,323
927
$273K 0.01%
31,750
+902
928
$273K 0.01%
17,573
+28
929
$269K 0.01%
8,023
-16,088
930
$269K 0.01%
4,733
-500
931
$267K 0.01%
22,121
+4,034
932
$267K 0.01%
3,790
-460
933
$267K 0.01%
+6,302
934
$265K 0.01%
6,831
935
$265K 0.01%
2,343
-235
936
$265K 0.01%
1,210
-16,559
937
$264K 0.01%
+545
938
$263K 0.01%
659
+14
939
$262K ﹤0.01%
15,785
-61,233
940
$262K ﹤0.01%
1,715
-454
941
$261K ﹤0.01%
3,195
-481
942
$260K ﹤0.01%
598
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943
$258K ﹤0.01%
2,836
-657
944
$257K ﹤0.01%
5,270
-63
945
$257K ﹤0.01%
42,731
-31,275
946
$257K ﹤0.01%
260
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947
$256K ﹤0.01%
15,611
948
$253K ﹤0.01%
+4,987
949
$252K ﹤0.01%
12,624
-7,500
950
$252K ﹤0.01%
+1,215
36 37
38
39 40