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
301
$1.36M 0.06%
31,911
+578
302
$1.35M 0.06%
6,475
-124
303
$1.35M 0.06%
28,488
-18,974
304
$1.34M 0.06%
29,440
+998
305
$1.34M 0.06%
27,118
+5,425
306
$1.34M 0.06%
+17,064
307
$1.3M 0.06%
21,420
-493
308
$1.3M 0.06%
16,568
-11
309
$1.29M 0.06%
3,861
-472
310
$1.29M 0.06%
3,350
+927
311
$1.28M 0.06%
92,148
-4,314
312
$1.28M 0.06%
+74,555
313
$1.27M 0.06%
8,487
+389
314
$1.26M 0.06%
9,318
-949
315
$1.25M 0.06%
4,475
-134
316
$1.25M 0.06%
+14,050
317
$1.24M 0.06%
48,390
-1,857
318
$1.23M 0.06%
24,373
-3,176
319
$1.23M 0.06%
19,812
+2,122
320
$1.23M 0.06%
35,584
+547
321
$1.21M 0.06%
19,455
-4,048
322
$1.21M 0.06%
85,549
+13,710
323
$1.21M 0.06%
24,263
-10,054
324
$1.19M 0.06%
+21,700
325
$1.18M 0.06%
16,933
+1,014
11 12
13
14 15