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
76
$6.24M 0.3%
25,897
+1,043
77
$6.18M 0.29%
105,393
-712
78
$5.98M 0.28%
13,889
-697
79
$5.96M 0.28%
58,699
+814
80
$5.95M 0.28%
88,082
+28,683
81
$5.93M 0.28%
25,934
+1,275
82
$5.8M 0.27%
44,571
+13,281
83
$5.8M 0.27%
110,285
+19,555
84
$5.38M 0.25%
110,890
+10,260
85
$5.37M 0.25%
15,550
+2,045
86
$5.31M 0.25%
27,074
+10,298
87
$5.3M 0.25%
98,108
+5,003
88
$5.29M 0.25%
146,148
+15,777
89
$5.23M 0.25%
30,173
-37
90
$5.23M 0.25%
47,070
+3,821
91
$5.22M 0.25%
102,225
+33,775
92
$5.11M 0.24%
15,979
+8,599
93
$5M 0.24%
77,694
-3,061
94
$4.97M 0.24%
18,334
+1,169
95
$4.95M 0.23%
22,502
-816
96
$4.93M 0.23%
152,737
+91,143
97
$4.84M 0.23%
16,679
+2,213
98
$4.83M 0.23%
26,939
-2,345
99
$4.8M 0.23%
94,952
+52,285
100
$4.74M 0.22%
13,639
+108
2 3
4
5 6