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
1026
$41.6K ﹤0.01%
31,028
1027
$36.2K ﹤0.01%
14,776
1028
$32.4K ﹤0.01%
12,723
+300
1029
$29.3K ﹤0.01%
15,000
1030
$15.4K ﹤0.01%
11,000
1031
$10.9K ﹤0.01%
11,000
1032
$9.44K ﹤0.01%
+12,000
1033
– –
-7,100
1034
– –
-1,681
1035
– –
-95,101
1036
– –
-11,773
1037
– –
-4,705
1038
– –
-21,151
1039
– –
-13,307
1040
– –
0
1041
– –
-23,123
1042
– –
-9,445
1043
– –
-5,574
1044
– –
-17,475
1045
– –
-28,002
1046
– –
-5,944
1047
– –
-8,292
1048
– –
-16,636
1049
– –
-2,131
1050
– –
-2,471
40 41
42
43 44