KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
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
1
$123M 2.9%
4,408,605
+265,825
2
$116M 2.74%
549,625
-17,196
3
$116M 2.73%
972,977
+82,031
4
$110M 2.59%
888,689
-34,751
5
$94.8M 2.24%
2,908,270
+382,834
6
$94.6M 2.24%
974,995
+61,588
7
$93.2M 2.2%
208,634
+4,525
8
$83.8M 1.98%
433,547
+17,489
9
$75.3M 1.78%
3,421,495
+231,786
10
$65.2M 1.54%
1,521,214
+47,020
11
$53.7M 1.27%
2,141,045
-114,063
12
$49.7M 1.17%
1,889,338
+213,265
13
$47.8M 1.13%
52,830
+2,199
14
$46.7M 1.1%
330,919
+22,805
15
$46.6M 1.1%
205,927
+1,491
16
$45.3M 1.07%
94,487
+1,480
17
$44.5M 1.05%
763,983
+67,327
18
$44.2M 1.05%
613,936
+55,517
19
$40.7M 0.96%
47,933
+3,768
20
$40.1M 0.95%
1,622,738
+273,491
21
$37.6M 0.89%
468,743
-7,158
22
$35.9M 0.85%
289,784
+23,241
23
$33M 0.78%
65,951
+11,908
24
$32.8M 0.78%
48,620
+4,050
25
$32.5M 0.77%
1,304,624
+27,052
1
2 3 4 5