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
776
$369K 0.01%
7,778
-88
777
$368K 0.01%
2,854
+42
778
$366K 0.01%
3,835
-180
779
$365K 0.01%
8,950
+1,584
780
$364K 0.01%
+5,491
781
$363K 0.01%
10,369
+132
782
$360K 0.01%
2,657
+84
783
$360K 0.01%
6,500
784
$359K 0.01%
20,124
+550
785
$359K 0.01%
10,902
+625
786
$359K 0.01%
3,862
-902
787
$356K 0.01%
1,579
-49
788
$355K 0.01%
1,726
789
$351K 0.01%
5,917
+2,291
790
$351K 0.01%
+3,296
791
$350K 0.01%
5,843
-42
792
$348K 0.01%
6,813
793
$348K 0.01%
6,887
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794
$347K 0.01%
+12,357
795
$346K 0.01%
2,277
-28
796
$346K 0.01%
1,666
+291
797
$344K 0.01%
+6,906
798
$344K 0.01%
6,225
-195
799
$344K 0.01%
14,799
+55
800
$343K 0.01%
1,395
+242
30 31
32
33 34