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
176
$6.47M 0.12%
217,867
+16,922
177
$6.45M 0.12%
127,287
-13,689
178
$6.39M 0.12%
124,509
+37,891
179
$6.36M 0.12%
154,541
-748
180
$6.32M 0.12%
21,416
-133
181
$6.27M 0.12%
120,719
+22,666
182
$6.26M 0.12%
248,700
+4,236
183
$6.22M 0.12%
104,000
+3,141
184
$6.05M 0.11%
49,679
+130
185
$6.04M 0.11%
22,227
-197
186
$6.02M 0.11%
45,469
+13,629
187
$6.01M 0.11%
132,446
-9,902
188
$5.96M 0.11%
89,855
+36,696
189
$5.85M 0.11%
106,816
+21,850
190
$5.81M 0.11%
61,011
-3,080
191
$5.79M 0.11%
51,899
+28,350
192
$5.75M 0.11%
495,671
+63,556
193
$5.73M 0.11%
24,263
+281
194
$5.73M 0.11%
209,923
+55,350
195
$5.69M 0.11%
79,315
+2,270
196
$5.68M 0.11%
114,973
-2,382
197
$5.66M 0.11%
45,870
+5,075
198
$5.64M 0.11%
48,757
+20,405
199
$5.55M 0.1%
91,080
+59,362
200
$5.55M 0.1%
36,141
-19,099
6 7
8
9 10