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
676
$515K 0.01%
15,984
+939
677
$514K 0.01%
1,722
+50
678
$509K 0.01%
108,403
-290,170
679
$508K 0.01%
2,254
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680
$506K 0.01%
19,318
-508
681
$504K 0.01%
6,786
-26,045
682
$503K 0.01%
9,139
-1,405
683
$497K 0.01%
12,302
+3
684
$497K 0.01%
4,755
+26
685
$497K 0.01%
4,766
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686
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9,245
687
$496K 0.01%
8,040
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688
$495K 0.01%
34,954
-1,020
689
$494K 0.01%
+76,514
690
$491K 0.01%
19,696
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691
$486K 0.01%
5,205
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692
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4,846
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693
$481K 0.01%
14,266
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694
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17,370
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695
$479K 0.01%
19,836
-2,418
696
$478K 0.01%
1,489
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697
$476K 0.01%
2,983
+162
698
$472K 0.01%
10,717
699
$470K 0.01%
+9,270
700
$469K 0.01%
9,400
-8,000
26 27
28
29 30