KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
This Quarter Return
+4.61%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$168M
AUM Growth
–
Cap. Flow
+$168M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.38%
Holding
240
New
239
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$5.4M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$3.13M |
| 3 |
Apple
AAPL
|
$3.11M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$3.04M |
| 5 |
AT&T
T
|
$3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 6.3% |
| 2 | Communication Services | 5.62% |
| 3 | Technology | 4.7% |
| 4 | Healthcare | 4.56% |
| 5 | Consumer Discretionary | 3.25% |
