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
851
$290K 0.01%
+4,300
852
$289K 0.01%
21,946
+1,582
853
$288K 0.01%
4,337
+278
854
$288K 0.01%
5,019
-1,340
855
$287K 0.01%
19,211
+1,110
856
$286K 0.01%
4,741
+294
857
$285K 0.01%
3,970
+107
858
$285K 0.01%
5,257
-1,250
859
$283K 0.01%
120,045
+25,000
860
$283K 0.01%
7,675
+1,785
861
$282K 0.01%
+23,295
862
$281K 0.01%
30,500
-14,000
863
$281K 0.01%
9,179
864
$281K 0.01%
3,013
-72
865
$280K 0.01%
5,197
-4,161
866
$278K 0.01%
+13,832
867
$278K 0.01%
1,682
+393
868
$275K 0.01%
463
+44
869
$275K 0.01%
5,725
+171
870
$274K 0.01%
652
+124
871
$274K 0.01%
6,070
+105
872
$274K 0.01%
3,095
-119
873
$272K 0.01%
148,050
+65,184
874
$271K 0.01%
9,495
-1,983
875
$270K 0.01%
6,718
-421
33 34
35
36 37