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
251
$3.09M 0.07%
27,494
+3,991
252
$3.08M 0.07%
+74,418
253
$3.07M 0.07%
+31,751
254
$3.06M 0.07%
39,054
-908
255
$3.05M 0.07%
28,605
+923
256
$3.05M 0.07%
31,307
+3,582
257
$3.02M 0.07%
+29,124
258
$3.02M 0.07%
28,063
+78
259
$3M 0.07%
184,858
+41,033
260
$2.98M 0.07%
65,935
+59,239
261
$2.96M 0.07%
747
+78
262
$2.96M 0.07%
57,937
-54
263
$2.95M 0.07%
30,820
+24,239
264
$2.93M 0.07%
13,910
+163
265
$2.92M 0.07%
34,057
-240
266
$2.87M 0.07%
13,163
+6,147
267
$2.87M 0.07%
+74,057
268
$2.86M 0.07%
66,502
+17,490
269
$2.86M 0.07%
7,462
+731
270
$2.86M 0.07%
+73,141
271
$2.83M 0.07%
+18,569
272
$2.83M 0.07%
+62,114
273
$2.8M 0.07%
17,984
+29
274
$2.8M 0.07%
16,086
+865
275
$2.79M 0.07%
+42,487
9 10
11
12 13