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
476
$1.13M 0.03%
12,692
-345
477
$1.13M 0.03%
16,177
+4,223
478
$1.13M 0.03%
4,306
+256
479
$1.13M 0.03%
5,723
480
$1.13M 0.03%
5,042
+79
481
$1.11M 0.03%
46,320
-5,606
482
$1.11M 0.03%
91,063
-3,183
483
$1.11M 0.03%
14,212
+39
484
$1.11M 0.03%
22,741
+1,198
485
$1.1M 0.03%
17,513
+361
486
$1.1M 0.03%
95,439
+1,300
487
$1.1M 0.03%
45,878
+4,271
488
$1.1M 0.03%
23,100
+1,268
489
$1.09M 0.03%
2,798
-69
490
$1.09M 0.03%
54,770
-31,370
491
$1.09M 0.03%
42,951
-2,497
492
$1.08M 0.03%
21,108
+334
493
$1.08M 0.03%
+22,770
494
$1.08M 0.03%
14,947
+740
495
$1.08M 0.03%
30,237
+20,481
496
$1.08M 0.03%
42,146
+3,580
497
$1.07M 0.03%
20,059
-401
498
$1.07M 0.03%
8,843
-142
499
$1.06M 0.03%
32,978
+93
500
$1.06M 0.03%
9,310
-238
18 19
20
21 22