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
251
$1.79M 0.08%
16,263
-1,249
252
$1.75M 0.08%
64,638
-18,294
253
$1.73M 0.08%
10,227
+2,268
254
$1.73M 0.08%
8,375
+118
255
$1.72M 0.08%
68,713
-34,204
256
$1.72M 0.08%
47,695
+2,847
257
$1.7M 0.08%
25,908
-1,010
258
$1.69M 0.08%
8,824
-964
259
$1.69M 0.08%
19,401
+880
260
$1.65M 0.08%
95,238
+4,152
261
$1.65M 0.08%
14,540
+97
262
$1.65M 0.08%
+74,634
263
$1.64M 0.08%
4,345
+2,497
264
$1.63M 0.08%
15,827
+1,968
265
$1.63M 0.08%
5,554
-6
266
$1.62M 0.08%
8,383
-28
267
$1.62M 0.08%
33,584
-5,155
268
$1.61M 0.08%
6,696
+129
269
$1.6M 0.08%
13,800
+1,299
270
$1.6M 0.08%
45,343
+8,124
271
$1.6M 0.08%
59,382
+2,407
272
$1.58M 0.08%
10,802
-1,697
273
$1.56M 0.07%
42,638
-2,352
274
$1.56M 0.07%
3,601
-425
275
$1.56M 0.07%
105,371
+1,150
9 10
11
12 13