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
976
$241K ﹤0.01%
10,925
+466
977
$241K ﹤0.01%
6,267
-39
978
$240K ﹤0.01%
7,122
+251
979
$240K ﹤0.01%
175,095
+39,850
980
$240K ﹤0.01%
+8,711
981
$238K ﹤0.01%
+1,396
982
$237K ﹤0.01%
2,425
-191
983
$236K ﹤0.01%
7,675
-508
984
$235K ﹤0.01%
7,715
+44
985
$233K ﹤0.01%
8,747
+989
986
$232K ﹤0.01%
10,667
-882
987
$232K ﹤0.01%
4,925
-9,012
988
$231K ﹤0.01%
8,356
+1,991
989
$229K ﹤0.01%
1,562
-6
990
$228K ﹤0.01%
12,000
+222
991
$228K ﹤0.01%
+15,784
992
$227K ﹤0.01%
7,423
+241
993
$227K ﹤0.01%
2,493
-416
994
$226K ﹤0.01%
4,901
-4
995
$226K ﹤0.01%
9,568
-110
996
$224K ﹤0.01%
1,942
-311
997
$224K ﹤0.01%
9,776
+916
998
$224K ﹤0.01%
26,750
-7,858
999
$223K ﹤0.01%
11,456
-7,975
1000
$223K ﹤0.01%
5,709
+3
38 39
40
41 42