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
726
$438K 0.01%
5,688
+118
727
$432K 0.01%
7,547
+1,262
728
$432K 0.01%
3,735
-25
729
$432K 0.01%
146
-14
730
$430K 0.01%
+5,131
731
$429K 0.01%
1,595
+172
732
$428K 0.01%
7,943
+47
733
$428K 0.01%
1,388
+60
734
$428K 0.01%
3,093
-444
735
$427K 0.01%
+12,163
736
$426K 0.01%
3,105
+284
737
$425K 0.01%
23,644
-225
738
$423K 0.01%
8,803
+3,332
739
$423K 0.01%
3,667
+234
740
$422K 0.01%
1,792
741
$420K 0.01%
+3,900
742
$420K 0.01%
22,591
-51
743
$420K 0.01%
5,707
-43,396
744
$416K 0.01%
4,351
-63,548
745
$415K 0.01%
9,734
-2,815
746
$414K 0.01%
4,950
-1,054
747
$407K 0.01%
3,754
+529
748
$407K 0.01%
9,349
+336
749
$407K 0.01%
3,446
-91
750
$404K 0.01%
+11,667
28 29
30
31 32