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
76
$12.8M 0.24%
22,774
-6,875
77
$12.6M 0.24%
75,976
-66,389
78
$12.5M 0.23%
77,496
+1,320
79
$12.3M 0.23%
82,185
-2,422
80
$12.3M 0.23%
47,534
-1,467
81
$12.3M 0.23%
52,574
+10,205
82
$12.2M 0.23%
39,021
+28,315
83
$12M 0.23%
96,703
-371
84
$12M 0.23%
442,466
+119,802
85
$12M 0.23%
36,493
+1,437
86
$11.8M 0.22%
224,121
-4,792
87
$11.8M 0.22%
194,753
-4,635
88
$11.8M 0.22%
58,707
+5,756
89
$11.6M 0.22%
462,769
+41,128
90
$11.5M 0.22%
190,701
-15,977
91
$11.5M 0.22%
30,879
-1,517
92
$11.4M 0.22%
260,643
-4,245
93
$11.3M 0.21%
245,793
+208,841
94
$11.3M 0.21%
86,321
+1,369
95
$11.1M 0.21%
300,666
-38,963
96
$11.1M 0.21%
163,416
-23,111
97
$11M 0.21%
351,453
+174,663
98
$11M 0.21%
105,606
-2,545
99
$11M 0.21%
125,205
+6,323
100
$11M 0.21%
226,163
+6,013
2 3
4
5 6