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
301
$2.4M 0.06%
93,012
+41,292
302
$2.39M 0.06%
13,237
+11,284
303
$2.38M 0.06%
23,675
+2,551
304
$2.38M 0.06%
30,345
+481
305
$2.35M 0.06%
+126,715
306
$2.35M 0.06%
28,009
-2,058
307
$2.34M 0.06%
53,274
-481
308
$2.34M 0.06%
79,909
-506
309
$2.32M 0.05%
104,455
+35,064
310
$2.31M 0.05%
+105,599
311
$2.31M 0.05%
89,898
+3,250
312
$2.31M 0.05%
24,937
+3,031
313
$2.3M 0.05%
13,992
-37
314
$2.29M 0.05%
31,558
+4,565
315
$2.29M 0.05%
117,336
+1,114
316
$2.29M 0.05%
68,483
-445
317
$2.28M 0.05%
73,745
-575,628
318
$2.27M 0.05%
20,043
-71
319
$2.27M 0.05%
21,838
+6,899
320
$2.26M 0.05%
7,335
-77
321
$2.26M 0.05%
20,099
+520
322
$2.25M 0.05%
49,290
-1,144
323
$2.24M 0.05%
49,793
-1,842
324
$2.23M 0.05%
28,962
+280
325
$2.22M 0.05%
66,619
+4,893
11 12
13
14 15