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
601
$415K 0.02%
+14,202
602
$411K 0.02%
1
603
$411K 0.02%
27,200
+1,200
604
$410K 0.02%
6,738
+223
605
$409K 0.02%
2,119
-82
606
$409K 0.02%
15,972
-2,392
607
$408K 0.02%
4,329
-395
608
$403K 0.02%
7,269
+174
609
$400K 0.02%
10,646
+14
610
$395K 0.02%
4,419
611
$393K 0.02%
10,478
+1,964
612
$392K 0.02%
10,635
-227
613
$392K 0.02%
15,648
614
$390K 0.02%
1,045
-912
615
$389K 0.02%
3,897
+1,780
616
$382K 0.02%
8,622
+2,140
617
$380K 0.02%
3,996
-884
618
$377K 0.02%
5,624
+199
619
$376K 0.02%
6,474
+2,248
620
$372K 0.02%
17,375
+1,342
621
$372K 0.02%
3,300
-4,449
622
$371K 0.02%
2,896
-5,100
623
$369K 0.02%
3,205
624
$368K 0.02%
3,833
+159
625
$367K 0.02%
20,135
+8,205
23 24
25
26 27