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
1051
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-2,584
1052
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-11,385
1053
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-69,827
1054
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-2,067
1055
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1056
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-10,348
1057
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-19,068
1058
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-94,910
1059
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-8,856
1060
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-4,212
1061
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-58,168
1062
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-4,333
1063
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-25,000
1064
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-781
1065
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-18,942
1066
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-25,903
1067
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1068
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-17,498
1069
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-7,034
1070
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-21,449
1071
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-13,649
1072
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-3,195
1073
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-10,250
1074
– –
-8,724
1075
– –
-2,038
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