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
126
$3.95M 0.19%
67,224
-5,958
127
$3.93M 0.19%
29,658
+3,862
128
$3.91M 0.19%
77,557
-9,708
129
$3.87M 0.18%
8,616
+189
130
$3.85M 0.18%
90,610
-25,451
131
$3.82M 0.18%
14,498
-61
132
$3.79M 0.18%
81,646
-13,752
133
$3.76M 0.18%
163,918
-28,533
134
$3.7M 0.18%
43,000
+2,882
135
$3.63M 0.17%
13,666
+498
136
$3.6M 0.17%
32,929
-9,873
137
$3.54M 0.17%
12,927
+3,945
138
$3.52M 0.17%
75,858
+4,455
139
$3.52M 0.17%
58,960
+52,493
140
$3.51M 0.17%
64,233
+13,106
141
$3.5M 0.17%
49,884
+7,392
142
$3.49M 0.17%
1,469
+1,048
143
$3.46M 0.16%
76,044
-34,527
144
$3.45M 0.16%
80,132
+1,682
145
$3.43M 0.16%
28,657
+26,292
146
$3.37M 0.16%
55,292
+12,173
147
$3.34M 0.16%
8,324
+432
148
$3.31M 0.16%
5,306
+255
149
$3.29M 0.16%
16,958
+1,401
150
$3.29M 0.16%
61,363
+10,114
4 5
6
7 8