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
426
$808K 0.04%
+19,668
427
$807K 0.04%
+22,195
428
$807K 0.04%
25,741
+1,463
429
$807K 0.04%
+40,887
430
$801K 0.04%
4,740
+3,034
431
$795K 0.04%
26,810
-11,279
432
$793K 0.04%
+17,314
433
$793K 0.04%
3,960
-55
434
$788K 0.04%
+15,123
435
$788K 0.04%
+56,680
436
$788K 0.04%
+27,879
437
$788K 0.04%
+14,518
438
$786K 0.04%
12,509
+727
439
$784K 0.04%
10,300
440
$784K 0.04%
+21,186
441
$783K 0.04%
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442
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7,866
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443
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444
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21,400
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445
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7,521
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446
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+17,148
447
$772K 0.04%
122,885
+9,024
448
$765K 0.04%
4,643
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449
$764K 0.04%
10,112
+2,341
450
$762K 0.04%
16,429
16 17
18
19 20