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
$4.23B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12.5M
3
+$10.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$9.74M
5
FANG icon
Diamondback Energy
FANG
+$8.65M

Top Sells

1
+$17.8M
2
+$11.8M
3
+$10.1M
4
AMGN icon
Amgen
AMGN
+$9.56M
5
CMA icon
Comerica
CMA
+$7.18M

Sector Composition

1 Technology 13.88%
2 Consumer Discretionary 5.66%
3 Healthcare 5.5%
4 Financials 5.47%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.56M 0.08%
96,153
+2,972
227
$3.53M 0.08%
46,360
+179
228
$3.48M 0.08%
9,012
+20
229
$3.45M 0.08%
14,610
-574
230
$3.43M 0.08%
101,677
-172,171
231
$3.39M 0.08%
33,793
+8,516
232
$3.38M 0.08%
33,038
-8,533
233
$3.34M 0.08%
20,598
+961
234
$3.32M 0.08%
66,745
+41,412
235
$3.28M 0.08%
160,354
+2,571
236
$3.26M 0.08%
+41,713
237
$3.24M 0.08%
24,485
+22,230
238
$3.23M 0.08%
61,113
+786
239
$3.22M 0.08%
38,263
-76
240
$3.21M 0.08%
43,646
-285
241
$3.21M 0.08%
78,749
-1,686
242
$3.2M 0.08%
+91,446
243
$3.2M 0.08%
10,547
+1,272
244
$3.16M 0.07%
14,718
+8,579
245
$3.16M 0.07%
150,252
+3,580
246
$3.16M 0.07%
79,486
-2,578
247
$3.13M 0.07%
315,098
+90,543
248
$3.13M 0.07%
42,846
-406
249
$3.11M 0.07%
27,214
+652
250
$3.11M 0.07%
+82,115
8 9
10
11 12