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
401
$914K 0.04%
1,694
-191
402
$913K 0.04%
+15,404
403
$901K 0.04%
10,000
404
$894K 0.04%
+46,673
405
$887K 0.04%
21,310
+28
406
$882K 0.04%
8,280
407
$869K 0.04%
113,139
-207
408
$862K 0.04%
14,976
-27,111
409
$861K 0.04%
57,278
-58,112
410
$861K 0.04%
33,744
+3,422
411
$853K 0.04%
2,723
-1,628
412
$849K 0.04%
35,390
413
$848K 0.04%
10,451
+191
414
$844K 0.04%
8,939
-1,646
415
$838K 0.04%
25,460
+67
416
$836K 0.04%
12,142
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417
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6,623
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418
$828K 0.04%
+19,986
419
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8,929
+185
420
$827K 0.04%
13,587
+6
421
$821K 0.04%
12,115
+68
422
$821K 0.04%
+25,227
423
$815K 0.04%
6,334
-307
424
$813K 0.04%
5,448
+720
425
$812K 0.04%
15,792
-1,151
15 16
17
18 19