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
426
$1.42M 0.03%
16,232
+2,944
427
$1.42M 0.03%
28,137
+533
428
$1.41M 0.03%
37,252
+2,673
429
$1.4M 0.03%
65,406
+75
430
$1.38M 0.03%
32,791
-977
431
$1.38M 0.03%
25,939
+2,229
432
$1.37M 0.03%
5,797
-231
433
$1.37M 0.03%
10,325
+991
434
$1.37M 0.03%
47,717
+17,000
435
$1.37M 0.03%
5,357
+54
436
$1.36M 0.03%
32,751
-142,928
437
$1.36M 0.03%
39,738
+5,070
438
$1.36M 0.03%
7,427
+337
439
$1.35M 0.03%
27,645
+622
440
$1.35M 0.03%
28,904
-52,043
441
$1.34M 0.03%
11,105
+125
442
$1.33M 0.03%
16,685
+251
443
$1.33M 0.03%
38,246
-742
444
$1.32M 0.03%
16,175
+1,009
445
$1.31M 0.03%
32,189
-132
446
$1.29M 0.03%
7,968
+900
447
$1.27M 0.03%
3,292
-551
448
$1.26M 0.03%
28,163
+10,229
449
$1.26M 0.03%
78,439
-1,061
450
$1.26M 0.03%
18,295
-27
16 17
18
19 20