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
601
$675K 0.02%
4,270
-238
602
$672K 0.02%
4,608
+2,839
603
$670K 0.02%
19,356
+937
604
$669K 0.02%
29,326
+3,111
605
$665K 0.02%
18,933
+2,198
606
$663K 0.02%
13,367
-1,379
607
$662K 0.02%
17,207
-69
608
$662K 0.02%
4,908
-1
609
$661K 0.02%
+28,874
610
$655K 0.02%
+322,779
611
$655K 0.02%
12,580
-763
612
$652K 0.02%
6,144
+49
613
$651K 0.02%
17,167
-305
614
$650K 0.02%
+46,831
615
$647K 0.02%
+15,943
616
$644K 0.02%
+65,832
617
$643K 0.02%
+12,253
618
$639K 0.02%
18,735
-1,164
619
$638K 0.02%
13,742
-464
620
$635K 0.02%
38,283
-3,425
621
$629K 0.01%
383
+18
622
$626K 0.01%
28,094
-5,252
623
$625K 0.01%
11,094
-3,306
624
$624K 0.01%
4,525
+2,056
625
$616K 0.01%
30,846
-296
23 24
25
26 27