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
851
– –
-2,000
852
– –
-2,508
853
– –
-27,566
854
– –
-898
855
– –
-22,454
856
– –
-7,518
857
– –
-10,191
858
– –
-26,455
859
– –
-21,625
860
– –
-17,581
861
– –
-20,121
862
– –
-11,785
863
– –
-8,123
864
– –
-17,063
865
– –
-3,247
866
– –
-11,668
867
– –
-40,296
868
– –
-2,066
869
– –
-12,269
870
– –
-975
871
– –
-2,000
872
– –
-4,485
873
– –
-17,312
874
– –
-8,550
875
– –
-27,862
33 34
35
36 37