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
801
$202K 0.01%
49,979
+1,073
802
$201K 0.01%
+2,039
803
$201K 0.01%
+2,950
804
$200K 0.01%
+10,098
805
$199K 0.01%
11,385
-285
806
$181K 0.01%
13,400
807
$176K 0.01%
15,064
808
$176K 0.01%
10,996
809
$167K 0.01%
12,100
+400
810
$153K 0.01%
16,331
811
$151K 0.01%
+14,825
812
$147K 0.01%
10,778
-22,810
813
$136K 0.01%
13,808
-1,147
814
$128K 0.01%
14,891
-8,386
815
$124K 0.01%
19,600
816
$115K 0.01%
12,310
817
$107K 0.01%
41,751
-5,100
818
$103K ﹤0.01%
11,144
819
$103K ﹤0.01%
1,224
820
$83K ﹤0.01%
11,540
821
$79K ﹤0.01%
14,566
+2,986
822
$78K ﹤0.01%
833
823
$76K ﹤0.01%
11,530
824
$71K ﹤0.01%
24,000
825
$66K ﹤0.01%
+1,000
31 32
33
34 35