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
501
$608K 0.03%
11,479
+13
502
$608K 0.03%
5,653
+158
503
$603K 0.03%
18,282
+780
504
$598K 0.03%
7,541
505
$597K 0.03%
+38,561
506
$597K 0.03%
2,389
-481
507
$596K 0.03%
4,685
-32
508
$596K 0.03%
14,275
-24,534
509
$568K 0.03%
5,429
-6,892
510
$568K 0.03%
26,698
511
$564K 0.03%
+32,906
512
$564K 0.03%
+4,239
513
$563K 0.03%
4,729
514
$562K 0.03%
7,256
+19
515
$557K 0.03%
10,612
-300
516
$553K 0.03%
32,997
+1,300
517
$552K 0.03%
11,547
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518
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+4,352
519
$549K 0.03%
1,906
+433
520
$548K 0.03%
24,781
+10,061
521
$547K 0.03%
1,062
+16
522
$536K 0.03%
7,363
-384
523
$534K 0.03%
4,181
-215
524
$532K 0.03%
7,197
+283
525
$530K 0.03%
9,296
+1,079
19 20
21
22 23