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
326
$1.16M 0.06%
12,334
+2,118
327
$1.16M 0.05%
+20,758
328
$1.16M 0.05%
31,830
329
$1.15M 0.05%
6,802
-16,207
330
$1.15M 0.05%
155,001
-3,104
331
$1.14M 0.05%
34,310
-29,773
332
$1.13M 0.05%
+9,137
333
$1.13M 0.05%
19,475
+10
334
$1.13M 0.05%
39,786
-58,911
335
$1.13M 0.05%
28,819
-81
336
$1.13M 0.05%
83,086
-952
337
$1.13M 0.05%
+23,511
338
$1.13M 0.05%
30,777
+582
339
$1.11M 0.05%
44,332
-1,724
340
$1.1M 0.05%
9,612
+461
341
$1.1M 0.05%
4,664
-393
342
$1.1M 0.05%
15,100
-139
343
$1.1M 0.05%
25,903
-866
344
$1.1M 0.05%
9,839
-1,673
345
$1.09M 0.05%
4,984
+2,598
346
$1.09M 0.05%
1,751
-25
347
$1.09M 0.05%
23,121
-1,086
348
$1.09M 0.05%
17,646
+12,787
349
$1.09M 0.05%
+107,324
350
$1.09M 0.05%
4,893
+1,040
12 13
14
15 16