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
751
$401K 0.01%
11,021
752
$401K 0.01%
3,185
-2,546
753
$399K 0.01%
+1,312
754
$392K 0.01%
45,608
-521
755
$389K 0.01%
+9,780
756
$387K 0.01%
6,769
-726
757
$387K 0.01%
8,741
-953
758
$386K 0.01%
3,267
+34
759
$385K 0.01%
8,510
+240
760
$385K 0.01%
+6,355
761
$384K 0.01%
3,537
-268
762
$382K 0.01%
+3,473
763
$382K 0.01%
10,456
-2,792
764
$381K 0.01%
+9,042
765
$381K 0.01%
3,269
766
$380K 0.01%
5,062
+1,473
767
$379K 0.01%
8,349
+1,410
768
$377K 0.01%
+7,913
769
$377K 0.01%
2,592
-10,913
770
$375K 0.01%
10,280
+587
771
$374K 0.01%
69,471
-1,516
772
$373K 0.01%
6,463
+1,054
773
$372K 0.01%
11,017
-766
774
$370K 0.01%
8,078
+1,004
775
$370K 0.01%
25,793
-75
29 30
31
32 33