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
401
$1.58M 0.04%
9,114
-544
402
$1.57M 0.04%
47,509
+29,939
403
$1.57M 0.04%
17,771
+293
404
$1.56M 0.04%
4,170
+136
405
$1.53M 0.04%
10,606
-3,291
406
$1.53M 0.04%
30,222
+6,827
407
$1.5M 0.04%
29,931
+9,622
408
$1.5M 0.04%
47,504
-6,129
409
$1.49M 0.04%
56,424
-107,148
410
$1.49M 0.04%
27,510
+7,961
411
$1.49M 0.04%
4,518
+643
412
$1.48M 0.04%
8,071
+171
413
$1.48M 0.04%
47,990
+7,530
414
$1.48M 0.04%
5,915
+809
415
$1.48M 0.03%
21,687
-5,862
416
$1.48M 0.03%
18,752
+751
417
$1.47M 0.03%
1,794
+111
418
$1.47M 0.03%
1,436
-24
419
$1.47M 0.03%
33,309
+1,466
420
$1.46M 0.03%
415,063
+301,554
421
$1.45M 0.03%
10,576
-768
422
$1.44M 0.03%
13,277
+4,441
423
$1.44M 0.03%
16,424
+120
424
$1.44M 0.03%
14,800
+712
425
$1.44M 0.03%
5,581
-717
15 16
17
18 19