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
451
$757K 0.04%
9,645
+45
452
$755K 0.04%
+7,928
453
$755K 0.04%
10,175
-15,704
454
$748K 0.04%
15,150
455
$748K 0.04%
11,922
+344
456
$743K 0.04%
12,366
+135
457
$735K 0.03%
9,141
+156
458
$735K 0.03%
+38,656
459
$726K 0.03%
4,490
+942
460
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6,546
-838
461
$724K 0.03%
+30,237
462
$717K 0.03%
2,143
-1,992
463
$716K 0.03%
+15,973
464
$713K 0.03%
66,229
-2,596
465
$709K 0.03%
+7,129
466
$709K 0.03%
3,529
-49
467
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468
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4,044
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469
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+12,959
470
$695K 0.03%
104,000
+2,000
471
$693K 0.03%
32,059
-1,573
472
$693K 0.03%
4,500
-800
473
$692K 0.03%
27,957
+9,258
474
$685K 0.03%
13,231
+1,320
475
$682K 0.03%
10,989
-432
17 18
19
20 21