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
501
$1.04M 0.02%
13,611
+3,147
502
$1.02M 0.02%
8,078
-234
503
$1.02M 0.02%
10,400
-80
504
$1.01M 0.02%
21,446
-31,412
505
$1.01M 0.02%
4,319
+13
506
$1.01M 0.02%
13,835
+1,051
507
$1M 0.02%
+21,345
508
$1M 0.02%
29,710
+3,461
509
$1,000K 0.02%
49,922
+490
510
$993K 0.02%
11,247
+2,358
511
$987K 0.02%
16,121
-43,641
512
$981K 0.02%
16,322
+1,536
513
$980K 0.02%
14,737
-5,410
514
$973K 0.02%
41,893
+4,195
515
$970K 0.02%
29,892
-665
516
$969K 0.02%
7,599
-21,355
517
$968K 0.02%
21,169
-3,000
518
$967K 0.02%
16,666
-7,931
519
$967K 0.02%
32,832
-67,251
520
$961K 0.02%
19,469
+2,990
521
$961K 0.02%
33,161
+249
522
$960K 0.02%
18,298
+2,654
523
$957K 0.02%
22,496
-362
524
$950K 0.02%
3,325
-142
525
$949K 0.02%
15,049
+1,183
19 20
21
22 23