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
1076
$48.7K ﹤0.01%
24,120
-1,093
1077
$36.1K ﹤0.01%
+26,000
1078
$30.6K ﹤0.01%
+14,570
1079
$30.2K ﹤0.01%
+22,073
1080
$20.2K ﹤0.01%
+17,525
1081
$19.5K ﹤0.01%
10,000
1082
$19.2K ﹤0.01%
+30,000
1083
$16.9K ﹤0.01%
32,400
1084
$12K ﹤0.01%
+10,012
1085
$10.1K ﹤0.01%
10,496
+100
1086
$6.17K ﹤0.01%
11,210
-790
1087
– –
-27,633
1088
– –
-7,902
1089
– –
-17,774
1090
– –
-6,456
1091
– –
-24,473
1092
– –
-21,744
1093
– –
-7,213
1094
– –
-4,021
1095
– –
-5,694
1096
– –
-11,216
1097
– –
-2,539
1098
– –
-2,090
1099
– –
-19,720
1100
– –
-143,962
42 43
44
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