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
626
$615K 0.01%
50,344
-180,626
627
$612K 0.01%
1
628
$609K 0.01%
15,682
-21,443
629
$605K 0.01%
6,991
+494
630
$605K 0.01%
6,282
+183
631
$604K 0.01%
226,944
+578
632
$604K 0.01%
5,137
+202
633
$603K 0.01%
5,641
-646
634
$601K 0.01%
5,034
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635
$599K 0.01%
5,830
-8,613
636
$599K 0.01%
18,578
+1,108
637
$595K 0.01%
31,739
+9,098
638
$594K 0.01%
19,115
-90,734
639
$594K 0.01%
11,901
+1,737
640
$585K 0.01%
197,793
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641
$584K 0.01%
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642
$580K 0.01%
6,467
-112
643
$578K 0.01%
2,888
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644
$577K 0.01%
3,789
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645
$575K 0.01%
25,578
+130
646
$575K 0.01%
13,359
-336
647
$563K 0.01%
36,669
+3,475
648
$563K 0.01%
22,550
649
$562K 0.01%
9,850
-689
650
$561K 0.01%
9,004
+2,135
24 25
26
27 28