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
951
$221K 0.01%
704
+9
952
$220K 0.01%
4,671
953
$220K 0.01%
+9,696
954
$219K 0.01%
+16,734
955
$219K 0.01%
11,651
+120
956
$219K 0.01%
13,123
+1,686
957
$218K 0.01%
+8,196
958
$218K 0.01%
+973
959
$217K 0.01%
3,150
960
$217K 0.01%
1,723
-410
961
$217K 0.01%
11,795
962
$216K 0.01%
5,833
-2,779
963
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+503
964
$214K 0.01%
9,718
-664
965
$214K 0.01%
4,021
966
$214K 0.01%
+4,790
967
$214K 0.01%
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968
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+4,630
969
$213K 0.01%
10,452
-20,595
970
$211K 0.01%
+12,985
971
$209K ﹤0.01%
3,066
-221
972
$209K ﹤0.01%
7,225
-8,230
973
$209K ﹤0.01%
3,210
-83
974
$209K ﹤0.01%
2,726
-690
975
$209K ﹤0.01%
+7,369
37 38
39
40 41