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
376
$1.01M 0.05%
47,158
-147
377
$1.01M 0.05%
7,638
-972
378
$1M 0.05%
10,605
-4,510
379
$1M 0.05%
18,434
+7,697
380
$1M 0.05%
+4,960
381
$1M 0.05%
21,708
+19
382
$999K 0.05%
15,561
+687
383
$982K 0.05%
5,927
+2,267
384
$979K 0.05%
19,295
-15,656
385
$974K 0.05%
9,243
-295
386
$966K 0.05%
14,416
+481
387
$964K 0.05%
10,892
+9
388
$963K 0.05%
81,345
-12,213
389
$955K 0.05%
3,982
+213
390
$951K 0.05%
1,977
391
$948K 0.04%
3,389
-75
392
$947K 0.04%
26,423
+4,065
393
$943K 0.04%
15,053
+432
394
$934K 0.04%
8,605
-1,030
395
$930K 0.04%
17,365
+133
396
$928K 0.04%
+25,435
397
$927K 0.04%
42,330
+3,300
398
$923K 0.04%
+4,783
399
$921K 0.04%
+15,775
400
$919K 0.04%
32,315
+1,589
14 15
16
17 18