KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
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
+$9.31M
2
+$9.27M
3
+$5.94M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.14M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$5.07M

Top Sells

1
+$3.34M
2
+$2.8M
3
+$2.77M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.21M
5
NUE icon
Nucor
NUE
+$2.17M

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
– –
-18,783
838
– –
-57,522
839
– –
-16,441
840
– –
-10,762
841
– –
-128,219
842
– –
-13,232
843
– –
-8,045
844
– –
-29,491
845
– –
-796
846
– –
-18,426
847
– –
-41,183
848
– –
-18,060
849
– –
-9,690
850
– –
-24,008
32 33
34
35 36