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
826
$57K ﹤0.01%
11,560
+1,200
827
$48K ﹤0.01%
13,550
-2,450
828
$47K ﹤0.01%
19,000
829
$32K ﹤0.01%
10,959
-3,445
830
$31K ﹤0.01%
10,445
831
$29K ﹤0.01%
10,440
-25
832
$26K ﹤0.01%
13,578
833
$19K ﹤0.01%
11,000
834
$16K ﹤0.01%
15,150
+150
835
$10K ﹤0.01%
1,464
+85
836
$9K ﹤0.01%
10,000
837
– –
-4,165
838
– –
-7,436
839
– –
-2,907
840
– –
-6,221
841
– –
-29,547
842
– –
-5,095
843
– –
-41,183
844
– –
-18,060
845
– –
-9,690
846
– –
-18,426
847
– –
-18,783
848
– –
-24,008
849
– –
-2,898
850
– –
-2,006
32 33
34
35 36