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
451
$1.26M 0.03%
59,649
-2,594
452
$1.25M 0.03%
25,056
-2,922
453
$1.25M 0.03%
13,152
+42
454
$1.25M 0.03%
8,104
+22
455
$1.25M 0.03%
15,210
-20,810
456
$1.24M 0.03%
17,619
-660
457
$1.24M 0.03%
29,569
+37
458
$1.23M 0.03%
6,002
-12,572
459
$1.23M 0.03%
15,860
-633
460
$1.22M 0.03%
9,501
-78,497
461
$1.21M 0.03%
2,971
-1,162
462
$1.2M 0.03%
2,808
463
$1.2M 0.03%
45,122
+579
464
$1.19M 0.03%
4,519
+384
465
$1.19M 0.03%
3,257
-258
466
$1.19M 0.03%
32,084
-562
467
$1.18M 0.03%
+46,791
468
$1.17M 0.03%
25,241
+5,823
469
$1.16M 0.03%
22,726
+1,488
470
$1.16M 0.03%
19,773
+2,714
471
$1.14M 0.03%
44,049
+522
472
$1.14M 0.03%
42,411
+26,603
473
$1.14M 0.03%
90,773
+2,447
474
$1.14M 0.03%
8,852
+79
475
$1.13M 0.03%
+6,616
17 18
19
20 21