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
576
$448K 0.02%
3,650
577
$444K 0.02%
10,181
+233
578
$442K 0.02%
6,084
+1,505
579
$442K 0.02%
19,095
-37,638
580
$442K 0.02%
4,005
-25,332
581
$439K 0.02%
1,326
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582
$438K 0.02%
4,297
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583
$436K 0.02%
2,211
-3,552
584
$435K 0.02%
2,476
-88
585
$435K 0.02%
+2,084
586
$434K 0.02%
1,934
-162
587
$434K 0.02%
19,621
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588
$431K 0.02%
7,168
+176
589
$430K 0.02%
20,053
-12,400
590
$427K 0.02%
7,528
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591
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11,781
592
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8,997
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593
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3,582
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594
$423K 0.02%
37,078
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595
$422K 0.02%
20,320
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596
$421K 0.02%
3,342
+441
597
$420K 0.02%
1,602
+324
598
$419K 0.02%
3,916
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599
$417K 0.02%
26,972
-149
600
$416K 0.02%
6,375
+694
22 23
24
25 26