KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
1-Year Est. Return
15.25%
1 Year Est. Return
+15.25%
AUM
$5.31B
AUM Growth
+$174M
(+3.4%)
Holding
1,204
Top Buys
| 1 | +$110M | |
| 2 | +$38M | |
| 3 | +$36.5M | |
| 4 |
JAJL
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
|
+$36.4M |
| 5 |
Danaher
DHR
|
+$34.4M |
Top Sells
| 1 | +$47.9M | |
| 2 | +$31.3M | |
| 3 | +$30.8M | |
| 4 |
Emerson Electric
EMR
|
+$29.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1201
First Trust Technology AlphaDEX Fund
FXL
$1.42B
| – | – |
-1,459
|
|
||
1202
Gladstone Capital
GLAD
$431M
| – | – |
-11,331
|
|
||
1203
Genco Shipping & Trading
GNK
$700M
| – | – |
-33,656
|
|
||
1204
Installed Building Products
IBP
$6.92B
| – | – |
-1,336
|
|