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
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%
4,486
+247
710
$460K 0.01%
8,616
-2,145
711
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37,250
712
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+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
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717
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718
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4,402
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719
$451K 0.01%
6,125
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720
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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