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
326
$2.22M 0.05%
4,140
+25
327
$2.2M 0.05%
18,651
+667
328
$2.18M 0.05%
42,615
+10,449
329
$2.18M 0.05%
50,035
+14,459
330
$2.18M 0.05%
16,776
-17
331
$2.17M 0.05%
8,313
+5,528
332
$2.16M 0.05%
10,520
+7,363
333
$2.15M 0.05%
4,904
-147
334
$2.15M 0.05%
34,660
+1,001
335
$2.12M 0.05%
3,625
+2,099
336
$2.11M 0.05%
8,314
+391
337
$2.09M 0.05%
+27,988
338
$2.08M 0.05%
+25,375
339
$2.07M 0.05%
21,647
+852
340
$2.07M 0.05%
36,605
+1,737
341
$2.06M 0.05%
16,497
+3,100
342
$2.05M 0.05%
8,643
-193
343
$2.05M 0.05%
+55,497
344
$2.05M 0.05%
96,232
+28,151
345
$2.03M 0.05%
+5,019
346
$2.01M 0.05%
65,908
+3,316
347
$2M 0.05%
24,643
+1,513
348
$1.99M 0.05%
21,506
+17,311
349
$1.98M 0.05%
111,992
+974
350
$1.97M 0.05%
+25,139
12 13
14
15 16