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
101
$4.74M 0.22%
57,842
+15,738
102
$4.7M 0.22%
71,183
+5,564
103
$4.69M 0.22%
53,884
-5,037
104
$4.64M 0.22%
16,991
+480
105
$4.62M 0.22%
226,311
-43,443
106
$4.6M 0.22%
52,580
+5,292
107
$4.59M 0.22%
7,374
+243
108
$4.5M 0.21%
14,519
+20
109
$4.47M 0.21%
54,646
+290
110
$4.46M 0.21%
59,438
+60
111
$4.39M 0.21%
24,112
+2,239
112
$4.31M 0.2%
48,190
+14,126
113
$4.27M 0.2%
33,087
+56
114
$4.22M 0.2%
21,121
+194
115
$4.21M 0.2%
16,453
+118
116
$4.19M 0.2%
21,391
+1,713
117
$4.18M 0.2%
10,701
+186
118
$4.12M 0.2%
46,657
+246
119
$4.11M 0.19%
221,856
+27,456
120
$4.1M 0.19%
32,090
+9,669
121
$4.07M 0.19%
49,679
-3,182
122
$4.04M 0.19%
51,129
+20,446
123
$4.01M 0.19%
67,462
+4,484
124
$3.97M 0.19%
118,803
-25,179
125
$3.97M 0.19%
29,280
-5,530
3 4
5
6 7