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
1026
$210K ﹤0.01%
14,473
-337
1027
$209K ﹤0.01%
3,199
-132
1028
$209K ﹤0.01%
5,971
-111
1029
$208K ﹤0.01%
4,601
-623
1030
$207K ﹤0.01%
19,685
-33,320
1031
$206K ﹤0.01%
+1,832
1032
$206K ﹤0.01%
8,943
1033
$206K ﹤0.01%
+4,893
1034
$205K ﹤0.01%
9,720
+57
1035
$204K ﹤0.01%
+7,316
1036
$203K ﹤0.01%
2,600
-31
1037
$202K ﹤0.01%
11,143
+4
1038
$201K ﹤0.01%
1,886
-887
1039
$201K ﹤0.01%
177,961
-3,855
1040
$200K ﹤0.01%
+1,982
1041
$200K ﹤0.01%
+4,442
1042
$199K ﹤0.01%
10,000
1043
$186K ﹤0.01%
24,449
+14,427
1044
$185K ﹤0.01%
13,563
+518
1045
$182K ﹤0.01%
14,637
+354
1046
$181K ﹤0.01%
16,892
+1,800
1047
$170K ﹤0.01%
16,592
1048
$162K ﹤0.01%
19,646
-1,000
1049
$159K ﹤0.01%
+10,966
1050
$151K ﹤0.01%
18,512
-18,250
40 41
42
43 44