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
26
$13.7M 0.65%
89,196
+3,122
27
$12.6M 0.6%
250,192
+20,553
28
$12.2M 0.58%
191,332
+19,158
29
$12.1M 0.57%
90,520
+3,120
30
$12.1M 0.57%
385,808
-106,694
31
$11.7M 0.55%
136,675
+21,758
32
$11.6M 0.55%
147,456
+1,156
33
$11.1M 0.53%
93,935
+4,319
34
$10.7M 0.51%
24,980
+1,109
35
$10.6M 0.5%
+552,204
36
$10.4M 0.49%
119,240
+112
37
$9.99M 0.47%
183,475
-15,477
38
$9.59M 0.45%
63,787
+6,015
39
$9.57M 0.45%
215,272
+67,163
40
$9.56M 0.45%
16,731
+662
41
$9.52M 0.45%
22,416
+60
42
$9.32M 0.44%
23,624
+1,611
43
$9.26M 0.44%
48,201
+1,819
44
$9.26M 0.44%
177,804
+4,444
45
$9.01M 0.43%
53,799
+3,219
46
$8.63M 0.41%
40,557
+1,754
47
$8.47M 0.4%
67,609
+3,034
48
$8.46M 0.4%
10,089
+172
49
$8.34M 0.4%
77,310
+10,145
50
$8.09M 0.38%
38,118
+2,947
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