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
126
$7.56M 0.18%
63,772
-12,110
127
$7.52M 0.18%
128,550
-16,548
128
$7.51M 0.18%
21,223
+4,520
129
$7.48M 0.18%
38,468
+766
130
$7.45M 0.18%
30,099
-1,927
131
$7.45M 0.18%
30,758
+9,019
132
$7.43M 0.18%
201,017
-18,737
133
$7.28M 0.17%
143,311
+140,055
134
$7.23M 0.17%
112,898
+7,033
135
$7.13M 0.17%
39,573
+37,791
136
$7.04M 0.17%
83,825
+6
137
$7.04M 0.17%
22,454
+1,875
138
$6.94M 0.16%
136,826
-10,250
139
$6.89M 0.16%
123,796
+55,504
140
$6.87M 0.16%
+94,350
141
$6.81M 0.16%
18,682
+885
142
$6.77M 0.16%
261,339
+47,751
143
$6.7M 0.16%
47,898
-2,902
144
$6.65M 0.16%
27,857
+231
145
$6.56M 0.15%
5,131
+8
146
$6.55M 0.15%
100,158
+18,616
147
$6.46M 0.15%
70,417
-21,305
148
$6.45M 0.15%
214,809
-7,979
149
$6.35M 0.15%
219,663
+7,042
150
$6.33M 0.15%
283,737
-1,233
4 5
6
7 8