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
101
$8.53M 0.2%
349,790
-5,348
102
$8.51M 0.2%
275,844
-29,058
103
$8.48M 0.2%
39,458
+796
104
$8.45M 0.2%
42,447
-59,401
105
$8.45M 0.2%
65,255
+59,498
106
$8.35M 0.2%
259,472
+15,057
107
$8.3M 0.2%
17,780
+411
108
$8.28M 0.2%
167,625
+5,314
109
$8.27M 0.2%
295,451
+203,992
110
$8.2M 0.19%
76,898
+1,791
111
$8.2M 0.19%
164,173
+2,004
112
$8.2M 0.19%
86,931
+2,069
113
$8.14M 0.19%
78,360
+1,789
114
$8.13M 0.19%
73,804
+4,189
115
$8.04M 0.19%
128,365
+4,778
116
$8M 0.19%
36,305
+766
117
$8M 0.19%
48,181
+1,378
118
$7.94M 0.19%
+30,286
119
$7.87M 0.19%
+115,722
120
$7.83M 0.18%
166,993
+7,108
121
$7.77M 0.18%
36,409
+1,217
122
$7.75M 0.18%
295,870
+7,651
123
$7.72M 0.18%
61,711
-10,004
124
$7.72M 0.18%
306,108
+22,596
125
$7.58M 0.18%
37,811
+1,933
3 4
5
6 7