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
351
$1.08M 0.05%
5,724
-93
352
$1.08M 0.05%
20,661
+900
353
$1.08M 0.05%
+57,333
354
$1.07M 0.05%
+33,655
355
$1.07M 0.05%
7,218
+928
356
$1.07M 0.05%
38,690
+13,365
357
$1.07M 0.05%
55,268
-898
358
$1.07M 0.05%
13,485
+1,587
359
$1.07M 0.05%
91,728
+2,747
360
$1.06M 0.05%
13,278
-156
361
$1.06M 0.05%
10,375
-1,958
362
$1.05M 0.05%
28,879
+5,860
363
$1.04M 0.05%
51,187
-3,305
364
$1.04M 0.05%
45,945
+855
365
$1.04M 0.05%
8,505
+2,015
366
$1.04M 0.05%
16,775
-4,336
367
$1.04M 0.05%
+30,554
368
$1.03M 0.05%
19,862
+15,602
369
$1.03M 0.05%
80,930
+4,200
370
$1.03M 0.05%
16,077
+1,136
371
$1.03M 0.05%
42,382
-2,143
372
$1.02M 0.05%
+12,993
373
$1.02M 0.05%
15,712
+189
374
$1.01M 0.05%
8,844
375
$1.01M 0.05%
39,840
-4,025
13 14
15
16 17