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
651
$558K 0.01%
10,952
+556
652
$557K 0.01%
4,838
+207
653
$551K 0.01%
4,000
-3,200
654
$550K 0.01%
6,149
+214
655
$548K 0.01%
20,282
+7,027
656
$547K 0.01%
85,944
+45,465
657
$546K 0.01%
2,839
-2,310
658
$545K 0.01%
3,594
-72
659
$544K 0.01%
5,383
-258
660
$544K 0.01%
2,446
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661
$543K 0.01%
5,591
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662
$543K 0.01%
23,604
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663
$539K 0.01%
12,347
+35
664
$537K 0.01%
14,058
+656
665
$533K 0.01%
17,756
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666
$532K 0.01%
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667
$531K 0.01%
26,606
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668
$530K 0.01%
19,407
-286
669
$530K 0.01%
+100,513
670
$528K 0.01%
+18,879
671
$528K 0.01%
10,336
-140,625
672
$527K 0.01%
27,417
+2,927
673
$526K 0.01%
27,409
+2,630
674
$519K 0.01%
24,650
+4,140
675
$517K 0.01%
4,949
+176
25 26
27
28 29