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
626
$367K 0.02%
2,628
-505
627
$366K 0.02%
3,017
-63
628
$365K 0.02%
925
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629
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$362K 0.02%
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$359K 0.02%
+16,342
633
$359K 0.02%
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634
$358K 0.02%
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635
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636
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637
$356K 0.02%
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638
$352K 0.02%
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639
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711
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640
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642
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$347K 0.02%
5,551
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$347K 0.02%
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648
$346K 0.02%
15,854
649
$345K 0.02%
9,441
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650
$343K 0.02%
25,643
24 25
26
27 28