KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
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
+$18.3M
2
+$12.2M
3
+$11.4M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$9.41M
5
FANG icon
Diamondback Energy
FANG
+$8.58M

Top Sells

1
+$18.9M
2
+$11.2M
3
+$8.99M
4
NTAP icon
NetApp
NTAP
+$8.81M
5
ALB icon
Albemarle
ALB
+$7.56M

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
701
$467K 0.01%
96,928
+2,579
702
$465K 0.01%
5,199
-52
703
$464K 0.01%
6,209
+464
704
$462K 0.01%
6,270
+25
705
$461K 0.01%
3,416
-3,163
706
$461K 0.01%
9,492
+4,249
707
$461K 0.01%
4,799
+121
708
$461K 0.01%
100,000
709
$461K 0.01%
4,524
+249
710
$460K 0.01%
8,616
-2,145
711
$460K 0.01%
37,250
712
$460K 0.01%
+7,969
713
$459K 0.01%
+15,006
714
$458K 0.01%
3,045
-107
715
$458K 0.01%
13,298
+4,473
716
$457K 0.01%
25,489
+172
717
$452K 0.01%
+30,221
718
$452K 0.01%
4,402
+1,237
719
$451K 0.01%
6,125
+311
720
$446K 0.01%
3,449
+28
721
$445K 0.01%
4,866
-25,328
722
$445K 0.01%
18,270
-50
723
$440K 0.01%
7,779
+4,452
724
$439K 0.01%
13,049
-4,540
725
$438K 0.01%
19,470
+130
27 28
29
30 31