KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
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
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
1
$87.6M 4.15%
618,878
+40,336
2
$68.6M 3.25%
243,172
+31,999
3
$55.6M 2.63%
2,106,430
+91,622
4
$52.6M 2.49%
458,055
-8,560
5
$44M 2.09%
268,120
+11,680
6
$39.4M 1.87%
110,063
+13,946
7
$28.6M 1.36%
1,380,660
+82,020
8
$28.4M 1.35%
1,127,138
+146,826
9
$27.4M 1.3%
278,999
+46,944
10
$27.4M 1.3%
167,346
+8,083
11
$25.9M 1.23%
910,657
+135,980
12
$21.8M 1.03%
198,880
-16,514
13
$19.8M 0.94%
60,298
+925
14
$19.8M 0.94%
179,245
+10,615
15
$19.6M 0.93%
146,660
+10,500
16
$18.9M 0.89%
55,558
+3,848
17
$18.1M 0.86%
136,203
+9,619
18
$17.8M 0.84%
65,897
+2,490
19
$17.5M 0.83%
117,219
-2,116
20
$17.4M 0.82%
66,716
+3,951
21
$16.5M 0.78%
102,229
+6,202
22
$16.4M 0.78%
73,771
+3,623
23
$16.3M 0.77%
96,105
+7,101
24
$15.5M 0.73%
546,266
+56,288
25
$13.9M 0.66%
24,115
+1,852
1
2 3 4 5