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
26
$31.6M 0.75%
120,357
+9,877
27
$30M 0.71%
188,589
-30,697
28
$29.7M 0.7%
115,708
+22,504
29
$27.5M 0.65%
62,227
+5,954
30
$27.3M 0.65%
319,143
-23,682
31
$26.6M 0.63%
136,684
+98,156
32
$23.3M 0.55%
115,256
+4,384
33
$22.2M 0.52%
64,499
-3,540
34
$22.2M 0.52%
180,921
+39
35
$21.8M 0.52%
39,861
+6,436
36
$21.5M 0.51%
146,950
+9,008
37
$21.3M 0.5%
145,801
+8,855
38
$21M 0.5%
208,773
+6,023
39
$20.8M 0.49%
377,007
+1,044
40
$20.7M 0.49%
281,175
+1,604
41
$19.8M 0.47%
39,178
+13,030
42
$19.2M 0.45%
322,547
+2,644
43
$18.4M 0.44%
101,233
+5,220
44
$18.3M 0.43%
199,080
+11,972
45
$17.4M 0.41%
31,889
+7,236
46
$17M 0.4%
158,733
+10,407
47
$16.1M 0.38%
87,792
-521
48
$15.9M 0.38%
39,086
+1,368
49
$15.7M 0.37%
100,259
-3,759
50
$15.4M 0.36%
84,421
+6,804
1
2
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