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
51
$8.04M 0.38%
131,790
+6,620
52
$8.01M 0.38%
30,993
+1,842
53
$7.71M 0.37%
71,278
+10,426
54
$7.64M 0.36%
195,873
+10,208
55
$7.63M 0.36%
54,600
+7,287
56
$7.62M 0.36%
46,388
+1,235
57
$7.46M 0.35%
87,367
+5,824
58
$7.43M 0.35%
112,164
+1,774
59
$7.42M 0.35%
107,735
-2,335
60
$7.36M 0.35%
36,280
+842
61
$7.31M 0.35%
96,647
-696
62
$7.24M 0.34%
129,420
+7,796
63
$6.99M 0.33%
62,134
+341
64
$6.94M 0.33%
87,785
-6,164
65
$6.92M 0.33%
67,987
-441
66
$6.9M 0.33%
354,212
+21,566
67
$6.73M 0.32%
49,248
+3,176
68
$6.71M 0.32%
111,876
+47,033
69
$6.69M 0.32%
30,574
+1,753
70
$6.61M 0.31%
42,218
+1,743
71
$6.52M 0.31%
141,639
+14,556
72
$6.47M 0.31%
156,596
+38,098
73
$6.35M 0.3%
119,098
+30,159
74
$6.3M 0.3%
54,717
+10,261
75
$6.28M 0.3%
244,259
+196,205
1 2
3
4 5