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
901
$254K 0.01%
4,974
902
$254K 0.01%
2,012
+304
903
$254K 0.01%
1,675
904
$252K 0.01%
6,780
-730
905
$252K 0.01%
11,691
-201
906
$250K 0.01%
1,425
+81
907
$249K 0.01%
17,519
-1,875
908
$249K 0.01%
+1,639
909
$248K 0.01%
+6,849
910
$248K 0.01%
4,375
-102
911
$248K 0.01%
+4,722
912
$248K 0.01%
+5,107
913
$247K 0.01%
6,674
-149
914
$247K 0.01%
23,411
915
$247K 0.01%
4,094
-31,826
916
$245K 0.01%
6,398
-3,100
917
$245K 0.01%
11,223
-500
918
$245K 0.01%
12,108
+190
919
$244K 0.01%
1,843
+524
920
$243K 0.01%
+7,514
921
$242K 0.01%
4,403
-603
922
$241K 0.01%
2,423
-168
923
$239K 0.01%
+8,566
924
$238K 0.01%
3,397
-383
925
$238K 0.01%
763
-5
35 36
37
38 39