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
101
$10.9M 0.21%
66,788
-4,195
102
$10.9M 0.2%
68,040
+7,933
103
$10.8M 0.2%
81,664
+1,569
104
$10.8M 0.2%
435,864
+281,463
105
$10.7M 0.2%
21,535
+1,238
106
$10.7M 0.2%
24,532
+1,031
107
$10.5M 0.2%
58,654
+2,844
108
$10.5M 0.2%
20,634
-102
109
$10.3M 0.19%
145,330
-81,332
110
$10.3M 0.19%
47,292
-123,617
111
$10.1M 0.19%
120,881
-49,366
112
$10.1M 0.19%
85,202
+5,089
113
$10.1M 0.19%
199,661
-63,770
114
$9.85M 0.19%
29,137
-4,023
115
$9.75M 0.18%
107,162
+7,375
116
$9.74M 0.18%
198,207
-30,409
117
$9.74M 0.18%
63,139
-749
118
$9.69M 0.18%
226,481
-1,157
119
$9.68M 0.18%
363,101
+22,188
120
$9.62M 0.18%
80,710
-1,042
121
$9.34M 0.18%
160,325
-22,494
122
$9.25M 0.17%
96,646
-6,378
123
$9.21M 0.17%
149,148
+2,463
124
$9.21M 0.17%
29,813
+597
125
$9.18M 0.17%
+120,131
3 4
5
6 7