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
826
$306K 0.01%
8,599
-41
827
$306K 0.01%
+8,187
828
$306K 0.01%
6,764
+1,579
829
$305K 0.01%
10,769
-5
830
$305K 0.01%
1,746
-178
831
$305K 0.01%
4,629
+59
832
$303K 0.01%
9,256
+373
833
$302K 0.01%
6,089
-38
834
$300K 0.01%
+3,656
835
$300K 0.01%
5,613
-264
836
$298K 0.01%
11,737
+135
837
$298K 0.01%
+6,431
838
$297K 0.01%
10,663
839
$297K 0.01%
5,133
-23
840
$297K 0.01%
6,291
-667
841
$295K 0.01%
3,350
+129
842
$295K 0.01%
1,717
+27
843
$294K 0.01%
8,655
-2,469
844
$293K 0.01%
6,664
-80
845
$293K 0.01%
3,714
+1,154
846
$292K 0.01%
4,058
+54
847
$292K 0.01%
4,112
-8
848
$292K 0.01%
4,005
-945
849
$291K 0.01%
5,847
-4,048
850
$290K 0.01%
16,242
-394
32 33
34
35 36