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
526
$943K 0.02%
6,909
+395
527
$942K 0.02%
44,111
-769
528
$940K 0.02%
9,147
+4,822
529
$937K 0.02%
33,876
-624
530
$937K 0.02%
18,265
+1,531
531
$932K 0.02%
11,447
+428
532
$926K 0.02%
9,048
+578
533
$924K 0.02%
14,567
+689
534
$924K 0.02%
9,970
-131
535
$923K 0.02%
+22,302
536
$913K 0.02%
24,244
-340
537
$907K 0.02%
27,236
-3,200
538
$904K 0.02%
13,924
-100
539
$904K 0.02%
+38,268
540
$898K 0.02%
30,384
+5,267
541
$895K 0.02%
3,986
+299
542
$892K 0.02%
8,376
-670
543
$886K 0.02%
13,287
+1,924
544
$885K 0.02%
3,661
+66
545
$881K 0.02%
838
+34
546
$871K 0.02%
5,843
-23
547
$866K 0.02%
1,712
-43
548
$862K 0.02%
18,197
-5,296
549
$857K 0.02%
32,005
-5,600
550
$855K 0.02%
6,724
+2,525
20 21
22
23 24