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
$2.11B
AUM Growth
+$86.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.02M
3
+$5.71M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$5.05M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.99M

Top Sells

1
+$3.33M
2
+$2.8M
3
+$2.74M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.14M
5
NUE icon
Nucor
NUE
+$2.01M

Sector Composition

1 Technology 15.22%
2 Consumer Discretionary 7.7%
3 Financials 7.64%
4 Healthcare 7.03%
5 Communication Services 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.96M 0.09%
5,420
+306
227
$1.95M 0.09%
77,817
+65,350
228
$1.94M 0.09%
13,319
+1,769
229
$1.93M 0.09%
13,291
-161
230
$1.93M 0.09%
28,050
-23,248
231
$1.93M 0.09%
4,762
+373
232
$1.92M 0.09%
9,695
233
$1.89M 0.09%
16,625
-222
234
$1.89M 0.09%
37,143
-5,348
235
$1.89M 0.09%
37,356
-472
236
$1.88M 0.09%
21,907
+1,534
237
$1.88M 0.09%
20,047
+15,246
238
$1.87M 0.09%
15,546
+2,435
239
$1.86M 0.09%
45,945
+2,605
240
$1.85M 0.09%
28,180
+1,480
241
$1.85M 0.09%
23,661
+675
242
$1.84M 0.09%
36,768
+348
243
$1.84M 0.09%
5,438
+3,215
244
$1.84M 0.09%
32,280
+300
245
$1.83M 0.09%
70,922
+19,330
246
$1.82M 0.09%
14,705
+364
247
$1.82M 0.09%
32,265
+14,181
248
$1.82M 0.09%
+14,439
249
$1.82M 0.09%
44,911
+37,752
250
$1.79M 0.09%
17,435
-135
8 9
10
11 12