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
801
$340K 0.01%
12,760
-3,337
802
$340K 0.01%
3,663
+168
803
$339K 0.01%
3,266
+9
804
$333K 0.01%
17,803
-4,200
805
$332K 0.01%
+11,662
806
$330K 0.01%
11,495
-1,897
807
$329K 0.01%
+2,013
808
$329K 0.01%
3,349
-1,950
809
$324K 0.01%
+3,744
810
$323K 0.01%
+5,510
811
$322K 0.01%
546
-319
812
$318K 0.01%
1,552
-603
813
$318K 0.01%
5,362
-761
814
$317K 0.01%
13,614
-62
815
$317K 0.01%
5,572
-1,191
816
$317K 0.01%
4,221
+1,469
817
$317K 0.01%
5,830
-2,200
818
$316K 0.01%
2,207
+31
819
$314K 0.01%
3,241
-121
820
$312K 0.01%
6,279
821
$312K 0.01%
15,549
-1,195
822
$310K 0.01%
7,512
-1,021
823
$309K 0.01%
49,419
-4,056
824
$308K 0.01%
7,473
825
$308K 0.01%
33,504
-821
31 32
33
34 35