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
51
$15.2M 0.36%
161,835
+19,616
52
$15M 0.35%
130,041
+7,285
53
$14.9M 0.35%
500,608
+19,709
54
$14.6M 0.35%
291,121
-10,248
55
$13.9M 0.33%
317,454
-11,194
56
$13.8M 0.33%
243,863
+73,530
57
$13.8M 0.33%
85,880
+1,630
58
$13.8M 0.33%
54,100
+3,009
59
$13.7M 0.32%
686,765
+12,109
60
$13.7M 0.32%
179,149
-6,683
61
$13.7M 0.32%
336,667
+10,698
62
$13.6M 0.32%
82,591
-23,680
63
$13.4M 0.32%
73,733
+2,515
64
$13.1M 0.31%
269,700
+935
65
$12.4M 0.29%
75,401
+7,937
66
$12.3M 0.29%
71,829
+9,185
67
$12.2M 0.29%
316,572
+2,493
68
$12.1M 0.29%
179,162
+79,965
69
$12.1M 0.29%
309,148
+5,113
70
$11.7M 0.28%
283,699
+76,967
71
$11.6M 0.27%
254,137
+31,802
72
$11.2M 0.27%
320,066
+6,534
73
$11M 0.26%
388,319
+379,730
74
$10.9M 0.26%
154,223
+10,393
75
$10.9M 0.26%
228,695
-64,563
1 2
3
4 5