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
201
$5.51M 0.1%
94,943
-2,863
202
$5.4M 0.1%
123,064
+48,699
203
$5.39M 0.1%
42,534
-1,010
204
$5.39M 0.1%
71,934
-9,721
205
$5.38M 0.1%
91,981
+19,476
206
$5.38M 0.1%
9,926
+489
207
$5.35M 0.1%
43,878
+294
208
$5.33M 0.1%
14,314
-4
209
$5.24M 0.1%
103,732
+2,771
210
$5.24M 0.1%
73,129
-1,547
211
$5.22M 0.1%
75,809
-10,086
212
$5.18M 0.1%
47,506
-279
213
$5.17M 0.1%
104,151
-1,877
214
$5.14M 0.1%
274,930
+19,891
215
$5.09M 0.1%
84,836
-73,275
216
$5.06M 0.1%
54,143
+11,007
217
$5.04M 0.1%
191,785
-27,511
218
$5.01M 0.09%
20,207
+9,867
219
$5M 0.09%
53,853
+2,117
220
$4.95M 0.09%
24,688
+31
221
$4.89M 0.09%
33,277
+96
222
$4.87M 0.09%
9,302
-638
223
$4.85M 0.09%
43,251
+1,237
224
$4.84M 0.09%
116,060
+2,080
225
$4.73M 0.09%
95,056
-12,350
7 8
9
10 11