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
551
$489K 0.02%
9,244
-49
552
$487K 0.02%
16,283
-31
553
$483K 0.02%
8,077
+892
554
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17,151
+1,687
555
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$480K 0.02%
11,072
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558
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559
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560
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561
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562
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9,857
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563
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15,486
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564
$469K 0.02%
8,140
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565
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570
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11,400
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572
$452K 0.02%
28,952
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573
$450K 0.02%
7,137
-1,691
574
$449K 0.02%
16,100
-1,335
575
$448K 0.02%
+10,324
21 22
23
24 25