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
651
$341K 0.02%
+13,227
652
$340K 0.02%
7,044
+68
653
$337K 0.02%
9,479
-8,777
654
$336K 0.02%
2,348
-190
655
$333K 0.02%
6,898
+1,108
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$331K 0.02%
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658
$329K 0.02%
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659
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8,384
-19,422
660
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11,065
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3,173
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663
$324K 0.02%
7,507
664
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8,599
665
$322K 0.02%
6,449
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670
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671
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1,211
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672
$310K 0.01%
2,019
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673
$310K 0.01%
8,148
674
$309K 0.01%
1,184
-600
675
$307K 0.01%
14,575
-9,760
25 26
27
28 29