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
201
$2.29M 0.11%
13,675
+8,011
202
$2.25M 0.11%
74,824
+14,521
203
$2.24M 0.11%
32,050
+369
204
$2.24M 0.11%
31,546
+2,073
205
$2.23M 0.11%
21,716
+433
206
$2.22M 0.11%
9,282
+387
207
$2.21M 0.1%
57,330
-2,415
208
$2.19M 0.1%
43,407
+9,640
209
$2.11M 0.1%
31,131
-1,734
210
$2.11M 0.1%
29,930
+124
211
$2.1M 0.1%
25,521
+537
212
$2.1M 0.1%
41,609
-3,273
213
$2.09M 0.1%
26,933
+1,694
214
$2.06M 0.1%
13,692
+1,981
215
$2.05M 0.1%
58,815
+31,512
216
$2.05M 0.1%
28,609
+702
217
$2.04M 0.1%
8,802
+27
218
$2.03M 0.1%
15,953
+3,345
219
$2.03M 0.1%
31,540
-200
220
$2.03M 0.1%
8,252
+811
221
$2.02M 0.1%
40,455
+1,353
222
$2.01M 0.1%
61,781
-16,342
223
$1.99M 0.09%
9,459
-46
224
$1.98M 0.09%
96,205
+76,516
225
$1.96M 0.09%
8,903
+5,601
7 8
9
10 11