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
276
$1.52M 0.07%
17,379
+60
277
$1.51M 0.07%
30,030
-42,595
278
$1.51M 0.07%
60,067
279
$1.49M 0.07%
31,645
+3,807
280
$1.49M 0.07%
42,604
+1,440
281
$1.49M 0.07%
16,750
+4,930
282
$1.48M 0.07%
27,258
+7,902
283
$1.48M 0.07%
19,578
-163
284
$1.47M 0.07%
30,403
+23,427
285
$1.44M 0.07%
4,524
+245
286
$1.44M 0.07%
60,868
-1,443
287
$1.43M 0.07%
8,277
+6,911
288
$1.42M 0.07%
27,169
+20,200
289
$1.41M 0.07%
21,276
-7,319
290
$1.4M 0.07%
4,754
+1,767
291
$1.39M 0.07%
+39,237
292
$1.39M 0.07%
13,131
+41
293
$1.39M 0.07%
+13,786
294
$1.39M 0.07%
11,923
+102
295
$1.38M 0.07%
4,335
-148
296
$1.38M 0.07%
21,970
-2,954
297
$1.38M 0.07%
32,178
+2,034
298
$1.38M 0.07%
18,803
+795
299
$1.37M 0.06%
+41,576
300
$1.36M 0.06%
30,668
+1,334
10 11
12
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