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
151
$3.26M 0.15%
67,668
-30,983
152
$3.24M 0.15%
64,736
-16,212
153
$3.21M 0.15%
29,087
+1,304
154
$3.2M 0.15%
26,009
+1,823
155
$3.13M 0.15%
135,906
+121,906
156
$3.1M 0.15%
13,433
-8,361
157
$3.1M 0.15%
99,192
+19,530
158
$3.07M 0.15%
42,729
+2,614
159
$3.06M 0.14%
69,086
+5,228
160
$3.04M 0.14%
26,859
+1,185
161
$3.03M 0.14%
15,473
-503
162
$2.97M 0.14%
62,142
-33,548
163
$2.91M 0.14%
49,136
+4,092
164
$2.9M 0.14%
74,849
-1,015
165
$2.87M 0.14%
12,177
+650
166
$2.85M 0.14%
38,804
-1,786
167
$2.83M 0.13%
75,492
-22,303
168
$2.82M 0.13%
12,003
+697
169
$2.8M 0.13%
28,636
-3,173
170
$2.8M 0.13%
+53,818
171
$2.76M 0.13%
34,309
+3,564
172
$2.76M 0.13%
23,126
+2,311
173
$2.75M 0.13%
18,347
-111
174
$2.73M 0.13%
20,563
+7,896
175
$2.72M 0.13%
46,753
-1,353
5 6
7
8 9