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
1051
$147K ﹤0.01%
11,255
+1,250
1052
$145K ﹤0.01%
50,000
1053
$142K ﹤0.01%
14,859
-419
1054
$142K ﹤0.01%
11,916
+546
1055
$140K ﹤0.01%
15,150
1056
$139K ﹤0.01%
26,791
+2,187
1057
$138K ﹤0.01%
10,429
-959
1058
$136K ﹤0.01%
13,629
-3,113
1059
$133K ﹤0.01%
10,531
-1,050
1060
$127K ﹤0.01%
11,000
1061
$121K ﹤0.01%
83,179
1062
$121K ﹤0.01%
+10,130
1063
$121K ﹤0.01%
+20,422
1064
$119K ﹤0.01%
24,000
+5,000
1065
$106K ﹤0.01%
12,842
1066
$90.8K ﹤0.01%
12,120
1067
$90.1K ﹤0.01%
17,040
-680
1068
$89.7K ﹤0.01%
10,000
-500
1069
$81.8K ﹤0.01%
+10,220
1070
$81K ﹤0.01%
10,000
1071
$75.9K ﹤0.01%
18,508
+1,922
1072
$74.3K ﹤0.01%
10,160
1073
$65.3K ﹤0.01%
13,065
1074
$63.1K ﹤0.01%
39,695
+2,128
1075
$52.9K ﹤0.01%
14,181
-2,701
41 42
43
44 45