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
876
$270K 0.01%
5,230
-9,299
877
$269K 0.01%
9,579
+1,920
878
$267K 0.01%
3,111
-126
879
$267K 0.01%
4,169
-659
880
$266K 0.01%
21,380
+11,373
881
$266K 0.01%
1,574
-11
882
$264K 0.01%
14,000
883
$263K 0.01%
881
-77
884
$262K 0.01%
14,426
+2,641
885
$261K 0.01%
+6,324
886
$261K 0.01%
9,448
+23
887
$261K 0.01%
463
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888
$260K 0.01%
6,764
+1,501
889
$260K 0.01%
+13,262
890
$260K 0.01%
+7,323
891
$259K 0.01%
7,770
892
$259K 0.01%
13,653
-2,489
893
$258K 0.01%
2,556
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894
$258K 0.01%
7,683
+1,279
895
$257K 0.01%
5,233
896
$256K 0.01%
2,767
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897
$256K 0.01%
+2,528
898
$255K 0.01%
+12,068
899
$254K 0.01%
5,399
-350
900
$254K 0.01%
2,600
-305
34 35
36
37 38