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
951
$252K ﹤0.01%
9,921
-1,053
952
$251K ﹤0.01%
1,243
-87
953
$250K ﹤0.01%
+1,652
954
$250K ﹤0.01%
4,917
-1,317
955
$249K ﹤0.01%
+12,422
956
$249K ﹤0.01%
15,568
-839
957
$249K ﹤0.01%
+8,191
958
$249K ﹤0.01%
2,282
-136
959
$248K ﹤0.01%
+7,455
960
$247K ﹤0.01%
5,707
961
$247K ﹤0.01%
1,371
-101
962
$247K ﹤0.01%
7,937
+483
963
$246K ﹤0.01%
+5,367
964
$246K ﹤0.01%
+10,949
965
$245K ﹤0.01%
+185
966
$245K ﹤0.01%
2,971
-494
967
$245K ﹤0.01%
3,942
+71
968
$244K ﹤0.01%
13,523
-342
969
$244K ﹤0.01%
5,162
-164,178
970
$243K ﹤0.01%
8,336
+743
971
$243K ﹤0.01%
5,850
+550
972
$242K ﹤0.01%
3,472
+49
973
$242K ﹤0.01%
+7,559
974
$241K ﹤0.01%
6,049
-525
975
$241K ﹤0.01%
4,718
+156
37 38
39
40 41