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
176
$5.37M 0.13%
71,248
+7,270
177
$5.33M 0.13%
112,442
-376
178
$5.3M 0.13%
26,904
+14,661
179
$5.28M 0.12%
128,080
+8,204
180
$5.23M 0.12%
44,073
+17,629
181
$5.15M 0.12%
101,874
+3,352
182
$5.13M 0.12%
48,109
+5,388
183
$5.12M 0.12%
43,287
-196
184
$5.12M 0.12%
10,045
-719
185
$4.96M 0.12%
89,288
+22,490
186
$4.94M 0.12%
197,998
+14,982
187
$4.91M 0.12%
112,096
+61,695
188
$4.84M 0.11%
81,433
+1,272
189
$4.78M 0.11%
50,931
+7,315
190
$4.76M 0.11%
13,994
-172
191
$4.75M 0.11%
20,496
+1,318
192
$4.73M 0.11%
247,440
+23,296
193
$4.67M 0.11%
68,923
+49,540
194
$4.56M 0.11%
22,428
+8,833
195
$4.46M 0.11%
39,559
+12,398
196
$4.39M 0.1%
68,987
-1,626
197
$4.36M 0.1%
23,977
-915
198
$4.36M 0.1%
102,612
-10,891
199
$4.35M 0.1%
85,497
+15,467
200
$4.35M 0.1%
29,351
+13,253
6 7
8
9 10