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
176
$2.69M 0.13%
23,084
-1,606
177
$2.68M 0.13%
51,130
+1,526
178
$2.68M 0.13%
55,587
-294
179
$2.66M 0.13%
158,844
+82,197
180
$2.65M 0.13%
31,205
+1,449
181
$2.61M 0.12%
23,276
+2,545
182
$2.59M 0.12%
94,639
+2,225
183
$2.59M 0.12%
115,811
-31,886
184
$2.58M 0.12%
118,969
+2,590
185
$2.56M 0.12%
92,706
+19,196
186
$2.56M 0.12%
9,745
+242
187
$2.54M 0.12%
28,311
+3,469
188
$2.52M 0.12%
20,526
+4,687
189
$2.51M 0.12%
15,914
-117
190
$2.49M 0.12%
31,067
-1,400
191
$2.49M 0.12%
47,991
+4,690
192
$2.45M 0.12%
34,790
-9,639
193
$2.44M 0.12%
25,043
+1,108
194
$2.42M 0.11%
6,723
-88
195
$2.42M 0.11%
39,718
+59
196
$2.35M 0.11%
31,442
-5,650
197
$2.34M 0.11%
124,693
-4,741
198
$2.33M 0.11%
36,537
+27,631
199
$2.3M 0.11%
64,883
-28,519
200
$2.3M 0.11%
+3,086
6 7
8
9 10