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
726
$260K 0.01%
5,842
-77
727
$259K 0.01%
6,254
+338
728
$255K 0.01%
3,146
729
$255K 0.01%
4,152
-163
730
$255K 0.01%
+1,033
731
$254K 0.01%
4,705
-900
732
$251K 0.01%
3,862
+260
733
$251K 0.01%
4,184
+78
734
$250K 0.01%
23,098
+1,423
735
$249K 0.01%
2,446
736
$248K 0.01%
5,167
-590
737
$248K 0.01%
27,375
+1,432
738
$247K 0.01%
313
-1
739
$247K 0.01%
2,198
740
$245K 0.01%
2,255
-953
741
$244K 0.01%
+6,685
742
$244K 0.01%
1,032
-32
743
$243K 0.01%
5,130
744
$243K 0.01%
825
+57
745
$243K 0.01%
477
+148
746
$243K 0.01%
9,358
747
$242K 0.01%
2,851
-754
748
$241K 0.01%
15,290
+288
749
$241K 0.01%
+2,663
750
$241K 0.01%
5,555
-182
28 29
30
31 32