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
1001
$174K ﹤0.01%
23,211
-820
1002
$172K ﹤0.01%
16,592
1003
$171K ﹤0.01%
+14,984
1004
$169K ﹤0.01%
12,388
-267
1005
$163K ﹤0.01%
55,425
1006
$160K ﹤0.01%
+19,200
1007
$160K ﹤0.01%
+10,053
1008
$157K ﹤0.01%
11,192
1009
$153K ﹤0.01%
+16,755
1010
$145K ﹤0.01%
12,362
-730
1011
$144K ﹤0.01%
10,033
-247
1012
$140K ﹤0.01%
83,179
1013
$139K ﹤0.01%
26,652
-253
1014
$136K ﹤0.01%
15,151
-172
1015
$127K ﹤0.01%
+10,665
1016
$126K ﹤0.01%
+16,736
1017
$122K ﹤0.01%
12,775
+10
1018
$120K ﹤0.01%
11,900
1019
$117K ﹤0.01%
14,122
1020
$114K ﹤0.01%
10,714
1021
$107K ﹤0.01%
+12,887
1022
$95.7K ﹤0.01%
+13,620
1023
$93.9K ﹤0.01%
16,980
+442
1024
$59.4K ﹤0.01%
12,120
1025
$48.6K ﹤0.01%
+81,000
39 40
41
42 43