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
76
$10.8M 0.26%
132,811
+3,882
77
$10.6M 0.25%
115,530
+24,424
78
$10.5M 0.25%
28,062
+1,388
79
$10.3M 0.24%
18,665
+533
80
$10.3M 0.24%
32,842
-30,610
81
$10.2M 0.24%
18,315
+2,670
82
$10.1M 0.24%
30,686
+1,091
83
$9.98M 0.24%
37,304
+569
84
$9.91M 0.23%
107,949
-637
85
$9.89M 0.23%
43,306
-122
86
$9.85M 0.23%
22,094
-188
87
$9.85M 0.23%
99,201
+9,286
88
$9.81M 0.23%
166,129
+29,685
89
$9.28M 0.22%
37,152
+20,760
90
$9.13M 0.22%
189,943
+43
91
$9.12M 0.22%
325,611
+17,173
92
$9.01M 0.21%
28,684
+2
93
$9M 0.21%
16,601
+354
94
$8.94M 0.21%
45,166
+10,484
95
$8.82M 0.21%
116,160
+805
96
$8.76M 0.21%
71,884
+3,908
97
$8.75M 0.21%
50,389
-1,901
98
$8.65M 0.2%
+43,226
99
$8.64M 0.2%
10,978
+149
100
$8.56M 0.2%
357,651
-904
2 3
4
5 6