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
751
$240K 0.01%
3,692
+285
752
$239K 0.01%
3,048
+160
753
$239K 0.01%
21,085
754
$239K 0.01%
+1,608
755
$239K 0.01%
4,370
+6
756
$236K 0.01%
2,867
757
$236K 0.01%
+1,670
758
$234K 0.01%
2,264
759
$233K 0.01%
3,765
+262
760
$232K 0.01%
+1,906
761
$232K 0.01%
9,000
762
$230K 0.01%
+5,616
763
$230K 0.01%
2,585
-42
764
$230K 0.01%
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765
$228K 0.01%
4,400
-34
766
$227K 0.01%
+754
767
$227K 0.01%
3,082
768
$225K 0.01%
10,464
-288
769
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2,184
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770
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2,189
771
$223K 0.01%
12,709
772
$222K 0.01%
6,400
-108
773
$222K 0.01%
1,499
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774
$222K 0.01%
3,835
+137
775
$221K 0.01%
5,282
+184
29 30
31
32 33