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
201
$4.34M 0.1%
20,223
-139
202
$4.28M 0.1%
25,232
-3,226
203
$4.12M 0.1%
62,532
+461
204
$4.1M 0.1%
13,788
+10,453
205
$4.07M 0.1%
23,448
+3,317
206
$4.06M 0.1%
220,768
+20,351
207
$4.04M 0.1%
81,705
+18,402
208
$4.03M 0.1%
101,357
+10,400
209
$4M 0.09%
129,492
+30,606
210
$3.92M 0.09%
22,693
-2,105
211
$3.92M 0.09%
71,606
-109
212
$3.91M 0.09%
22,899
+18,472
213
$3.9M 0.09%
75,325
+1,342
214
$3.88M 0.09%
11,658
-345
215
$3.86M 0.09%
70,879
+2,700
216
$3.75M 0.09%
13,557
+10,095
217
$3.73M 0.09%
99,037
+2,792
218
$3.7M 0.09%
18,260
+215
219
$3.7M 0.09%
79,135
+63,560
220
$3.66M 0.09%
4,438
+224
221
$3.63M 0.09%
46,222
+12
222
$3.61M 0.09%
25,300
+4,092
223
$3.61M 0.09%
8,279
-1,079
224
$3.59M 0.08%
70,268
+2,026
225
$3.59M 0.08%
74,780
+8,751
7 8
9
10 11