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
151
$8.02M 0.15%
363,772
+2,313
152
$7.96M 0.15%
136,340
-8,627
153
$7.81M 0.15%
115,151
+339
154
$7.8M 0.15%
76,135
-11,082
155
$7.69M 0.15%
27,994
+2,028
156
$7.61M 0.14%
+362,440
157
$7.56M 0.14%
258,654
-3,642
158
$7.53M 0.14%
28,349
+4,689
159
$7.51M 0.14%
83,794
+3,285
160
$7.41M 0.14%
35,052
+12,007
161
$7.37M 0.14%
179,664
-25,821
162
$7.37M 0.14%
20,406
+278
163
$7.35M 0.14%
260,055
+1,976
164
$7.19M 0.14%
109,382
-2,427
165
$7.14M 0.13%
237,305
-16,449
166
$7.06M 0.13%
194,002
+16,663
167
$6.92M 0.13%
76,422
-34,482
168
$6.89M 0.13%
133,093
+29,280
169
$6.81M 0.13%
288,574
-4,590
170
$6.68M 0.13%
53,987
+22,606
171
$6.67M 0.13%
131,810
+8,146
172
$6.59M 0.12%
197,184
+189,914
173
$6.51M 0.12%
321,343
-49,434
174
$6.51M 0.12%
24,191
+1,379
175
$6.48M 0.12%
4,685
-81
5 6
7
8 9