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
476
$675K 0.03%
11,556
+494
477
$675K 0.03%
7,070
+1,405
478
$675K 0.03%
402
+142
479
$674K 0.03%
+11,041
480
$671K 0.03%
13,708
+532
481
$663K 0.03%
22,308
+2,666
482
$660K 0.03%
8,070
+311
483
$659K 0.03%
6,773
+1,297
484
$655K 0.03%
25,088
+858
485
$654K 0.03%
49,121
+200
486
$650K 0.03%
12,327
-1,393
487
$648K 0.03%
14,459
-8,462
488
$642K 0.03%
17,301
+550
489
$631K 0.03%
6,406
-20,445
490
$627K 0.03%
30,161
+1,890
491
$627K 0.03%
3,695
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492
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27,420
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493
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3,124
494
$625K 0.03%
12,868
495
$623K 0.03%
16,444
+463
496
$622K 0.03%
59,691
-175,226
497
$621K 0.03%
14,203
+950
498
$621K 0.03%
30,274
+6,964
499
$616K 0.03%
14,978
+277
500
$608K 0.03%
14,535
+564
18 19
20
21 22