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
576
$768K 0.02%
25,831
+17,281
577
$760K 0.02%
3,476
578
$750K 0.02%
5,682
-2,927
579
$748K 0.02%
4,808
+11
580
$745K 0.02%
29,467
-34,972
581
$733K 0.02%
25,637
+867
582
$730K 0.02%
4,000
+19
583
$727K 0.02%
24,632
-118
584
$720K 0.02%
26,040
-5,066
585
$720K 0.02%
+53,981
586
$719K 0.02%
5,197
-12,244
587
$714K 0.02%
3,923
+704
588
$704K 0.02%
+15,157
589
$703K 0.02%
13,955
+6,626
590
$701K 0.02%
3,567
+54
591
$697K 0.02%
3,984
+952
592
$697K 0.02%
38,604
+17,304
593
$694K 0.02%
23,589
+11,796
594
$692K 0.02%
2,909
+246
595
$692K 0.02%
15,006
-817
596
$689K 0.02%
6,155
+465
597
$689K 0.02%
+1,334
598
$685K 0.02%
5,205
+2,075
599
$676K 0.02%
2,456
-274
600
$676K 0.02%
+18,964
22 23
24
25 26