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
151
$6.32M 0.15%
112,806
+83
152
$6.28M 0.15%
58,980
+140
153
$6.21M 0.15%
41,113
-193
154
$6.18M 0.15%
136,139
-4,753
155
$6.16M 0.15%
285,424
+3,903
156
$6.11M 0.14%
38,263
+666
157
$6.05M 0.14%
115,343
-2,699
158
$6.02M 0.14%
10,440
-75
159
$6M 0.14%
118,766
+3,704
160
$6M 0.14%
120,386
-10,428
161
$5.96M 0.14%
24,156
+492
162
$5.92M 0.14%
57,828
-3,667
163
$5.92M 0.14%
148,890
+5,027
164
$5.88M 0.14%
36,669
+4,524
165
$5.86M 0.14%
150,851
+76,005
166
$5.81M 0.14%
100,824
+67
167
$5.69M 0.13%
40,299
-17,739
168
$5.64M 0.13%
21,875
+148
169
$5.64M 0.13%
21,634
+5,570
170
$5.6M 0.13%
212,240
+13,960
171
$5.55M 0.13%
76,958
+3,102
172
$5.52M 0.13%
65,889
+2,575
173
$5.49M 0.13%
24,253
+144
174
$5.38M 0.13%
69,114
-70,088
175
$5.37M 0.13%
48,797
+1,622
5 6
7
8 9