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
1076
– –
-6,943
1077
– –
-77,728
1078
– –
-20,434
1079
– –
-66,784
1080
– –
-53,365
1081
– –
-2,270
1082
– –
-20,004
1083
– –
-4,705
1084
– –
-23,575
1085
– –
-2,259
1086
– –
-15,636
1087
– –
-65,189
1088
– –
-4,731
1089
– –
-47,064
1090
– –
0
1091
– –
-12,635
1092
– –
-35,508
1093
– –
-18,311
1094
– –
-54,442
1095
– –
-46,931
1096
– –
-11,596
1097
– –
-79,102
1098
– –
-4,703
1099
– –
-10,160
1100
– –
-3,519
42 43
44
45 46