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
1001
$223K ﹤0.01%
3,719
-97
1002
$223K ﹤0.01%
6,384
+165
1003
$222K ﹤0.01%
+5,623
1004
$222K ﹤0.01%
3,769
-107
1005
$222K ﹤0.01%
3,455
-663
1006
$222K ﹤0.01%
10,975
+72
1007
$222K ﹤0.01%
+1,708
1008
$221K ﹤0.01%
3,495
-814
1009
$220K ﹤0.01%
84,425
+16,000
1010
$217K ﹤0.01%
39,376
+16
1011
$217K ﹤0.01%
13,071
+834
1012
$216K ﹤0.01%
2,655
+141
1013
$216K ﹤0.01%
2,412
-255
1014
$216K ﹤0.01%
7,369
+15
1015
$215K ﹤0.01%
3,751
-8
1016
$215K ﹤0.01%
22,916
-2,270
1017
$214K ﹤0.01%
406
+50
1018
$214K ﹤0.01%
+13,838
1019
$213K ﹤0.01%
18,139
+59
1020
$212K ﹤0.01%
7,716
-589
1021
$212K ﹤0.01%
19,788
-3,588
1022
$212K ﹤0.01%
7,119
1023
$212K ﹤0.01%
5,888
-2,748
1024
$212K ﹤0.01%
2,962
1025
$211K ﹤0.01%
1,562
-214
39 40
41
42 43