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
976
$208K ﹤0.01%
9,903
-27
977
$207K ﹤0.01%
7,298
-70
978
$207K ﹤0.01%
1,227
+7
979
$206K ﹤0.01%
2,301
980
$205K ﹤0.01%
1,989
-272
981
$205K ﹤0.01%
4,104
+280
982
$205K ﹤0.01%
+1,053
983
$205K ﹤0.01%
6,648
-2,555
984
$204K ﹤0.01%
1,407
-308
985
$204K ﹤0.01%
3,543
+316
986
$204K ﹤0.01%
2,419
-6,053
987
$203K ﹤0.01%
5,144
-650
988
$202K ﹤0.01%
1,485
989
$202K ﹤0.01%
1,545
-89
990
$202K ﹤0.01%
1,728
-178
991
$200K ﹤0.01%
3,781
-1,305
992
$200K ﹤0.01%
7,294
993
$200K ﹤0.01%
3,449
-48
994
$190K ﹤0.01%
25,556
+1,372
995
$185K ﹤0.01%
17,439
996
$183K ﹤0.01%
16,592
-1,154
997
$182K ﹤0.01%
10,253
-274
998
$182K ﹤0.01%
+10,004
999
$175K ﹤0.01%
13,036
+927
1000
$175K ﹤0.01%
11,870
+1,644
38 39
40
41 42