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
926
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927
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928
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929
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930
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932
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936
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937
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938
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939
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940
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941
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942
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944
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945
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