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
526
$528K 0.03%
17,680
+2,941
527
$528K 0.03%
6,413
+671
528
$528K 0.03%
5,007
+488
529
$523K 0.02%
17,674
530
$522K 0.02%
19,111
+36
531
$522K 0.02%
+13,411
532
$522K 0.02%
2,877
-35
533
$521K 0.02%
63,185
-130,619
534
$520K 0.02%
8,088
535
$519K 0.02%
+25,750
536
$515K 0.02%
4,385
-186
537
$512K 0.02%
4,671
-592
538
$510K 0.02%
14,840
-1,512
539
$510K 0.02%
23,548
+1,855
540
$509K 0.02%
18,795
+698
541
$505K 0.02%
14,967
+686
542
$505K 0.02%
1,933
-775
543
$505K 0.02%
2,307
+54
544
$499K 0.02%
18,819
+236
545
$495K 0.02%
+9,885
546
$494K 0.02%
816
+115
547
$493K 0.02%
+24,513
548
$493K 0.02%
18,559
+2,200
549
$491K 0.02%
2,958
+42
550
$490K 0.02%
4,978
+189
20 21
22
23 24