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
926
$237K 0.01%
7,591
927
$237K 0.01%
17,576
+7,087
928
$237K 0.01%
29,109
+834
929
$237K 0.01%
+2,892
930
$236K 0.01%
5,690
+14
931
$235K 0.01%
+9,378
932
$235K 0.01%
+11,791
933
$234K 0.01%
4,400
-1,138
934
$233K 0.01%
3,315
-60
935
$232K 0.01%
+6,385
936
$231K 0.01%
7,156
-763
937
$230K 0.01%
4,535
-3,325
938
$229K 0.01%
25,786
+2,781
939
$229K 0.01%
+4,906
940
$228K 0.01%
4,251
941
$227K 0.01%
5,315
+953
942
$224K 0.01%
2,561
-10
943
$224K 0.01%
3,467
-149
944
$224K 0.01%
+13,165
945
$223K 0.01%
4,604
-495
946
$223K 0.01%
+5,409
947
$223K 0.01%
+11,262
948
$222K 0.01%
8,060
+742
949
$222K 0.01%
15,828
-488
950
$221K 0.01%
5,694
-608
36 37
38
39 40