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
351
$1.97M 0.05%
10,750
-820
352
$1.96M 0.05%
19,547
+1,916
353
$1.95M 0.05%
+21,729
354
$1.95M 0.05%
7,803
-290
355
$1.94M 0.05%
10,000
356
$1.94M 0.05%
79,650
-1,772
357
$1.93M 0.05%
4,328
+184
358
$1.92M 0.05%
2,442
-126
359
$1.91M 0.05%
27,857
+7,281
360
$1.91M 0.05%
+61,262
361
$1.88M 0.04%
+20,441
362
$1.88M 0.04%
13,571
-23
363
$1.88M 0.04%
+24,364
364
$1.87M 0.04%
76,347
+16,181
365
$1.86M 0.04%
18,068
+14,427
366
$1.85M 0.04%
2,857
+81
367
$1.85M 0.04%
15,988
-4,467
368
$1.84M 0.04%
22,698
+4,785
369
$1.84M 0.04%
11,740
+97
370
$1.84M 0.04%
8,563
+424
371
$1.84M 0.04%
54,907
+4,288
372
$1.82M 0.04%
+25,435
373
$1.82M 0.04%
38,375
-774
374
$1.8M 0.04%
+93,795
375
$1.8M 0.04%
28,734
+2,684
13 14
15
16 17