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
551
$852K 0.02%
+85,359
552
$847K 0.02%
31,314
-1,242
553
$845K 0.02%
3,136
+12
554
$844K 0.02%
43,912
-1,752
555
$838K 0.02%
35,330
-750
556
$836K 0.02%
59,524
-2,150
557
$834K 0.02%
12,377
+1,180
558
$827K 0.02%
40,558
-1,575
559
$826K 0.02%
2,755
+45
560
$822K 0.02%
7,716
-65,635
561
$821K 0.02%
18,000
562
$811K 0.02%
2,432
+1,501
563
$807K 0.02%
4,580
+126
564
$805K 0.02%
24,996
-166
565
$804K 0.02%
12,847
+1,969
566
$804K 0.02%
1,223
+1
567
$800K 0.02%
+4,770
568
$799K 0.02%
35,408
+6,389
569
$795K 0.02%
7,599
-9,691
570
$794K 0.02%
6,775
-135
571
$789K 0.02%
8,665
-327
572
$788K 0.02%
34,580
-3,274
573
$785K 0.02%
10,079
+561
574
$777K 0.02%
12,280
+435
575
$775K 0.02%
19,253
+210
21 22
23
24 25