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
1101
– –
-18,942
1102
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-25,903
1103
– –
-7,091
1104
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-3,755
1105
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-99,891
1106
– –
-12,647
1107
– –
-75,294
1108
– –
-7,555
1109
– –
-53,831
1110
– –
-7,823
1111
– –
-8,123
1112
– –
-420
1113
– –
-779
1114
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-2,873
1115
– –
-54,831
1116
– –
-61,032
1117
– –
-10,894
1118
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-185,523
1119
– –
-14,118
1120
– –
-1,843
1121
– –
-4,827
1122
– –
-14,422
1123
– –
-39,098
1124
– –
-11,773
1125
– –
-20,777
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