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
376
$1.8M 0.04%
62,275
+7,575
377
$1.8M 0.04%
11,957
+430
378
$1.8M 0.04%
3,976
-53
379
$1.78M 0.04%
47,773
-97
380
$1.78M 0.04%
68,266
-516
381
$1.77M 0.04%
+67,145
382
$1.77M 0.04%
+24,827
383
$1.76M 0.04%
23,272
-256
384
$1.74M 0.04%
41,832
-2,295
385
$1.73M 0.04%
33,952
-45,790
386
$1.72M 0.04%
99,346
+10,590
387
$1.72M 0.04%
52,706
+201
388
$1.71M 0.04%
+7,633
389
$1.67M 0.04%
15,113
+3
390
$1.65M 0.04%
46,419
+6,809
391
$1.65M 0.04%
79,262
+6,139
392
$1.65M 0.04%
25,890
+3,249
393
$1.64M 0.04%
24,806
-1,563
394
$1.64M 0.04%
32,415
-200
395
$1.63M 0.04%
16,061
+2,386
396
$1.62M 0.04%
7,059
+550
397
$1.61M 0.04%
13,910
+994
398
$1.61M 0.04%
21,437
+1,257
399
$1.6M 0.04%
+6,910
400
$1.6M 0.04%
14,124
-756
14 15
16
17 18