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
126
$9.17M 0.17%
42,387
+5,417
127
$9.17M 0.17%
89,188
+86,014
128
$9.11M 0.17%
189,766
+149,967
129
$9.08M 0.17%
56,766
+6,764
130
$8.97M 0.17%
44,475
+639
131
$8.95M 0.17%
85,623
+1,717
132
$8.91M 0.17%
918,173
+90,429
133
$8.87M 0.17%
+69,798
134
$8.86M 0.17%
341,243
-6,409
135
$8.86M 0.17%
83,871
+78,746
136
$8.76M 0.17%
114,545
-17,131
137
$8.75M 0.16%
67,830
+6,748
138
$8.74M 0.16%
327,569
+30,256
139
$8.63M 0.16%
49,961
-5,543
140
$8.61M 0.16%
98,038
-2,122
141
$8.57M 0.16%
28,035
-377
142
$8.53M 0.16%
111,303
+13,562
143
$8.52M 0.16%
169,334
-1,257
144
$8.32M 0.16%
18,619
-121
145
$8.31M 0.16%
21,670
+3,044
146
$8.27M 0.16%
31,981
-1,843
147
$8.26M 0.16%
78,299
+5,774
148
$8.18M 0.15%
321,104
+100,692
149
$8.17M 0.15%
161,446
+8,552
150
$8.16M 0.15%
38,515
-374
4 5
6
7 8