KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
1-Year Return
15.25%
This Quarter Return
+4.18%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$595M
AUM Growth
-$61.7M
(-9.4%)
Cap. Flow
-$88.8M
Cap. Flow
% of AUM
-14.92%
Top 10 Holdings %
Top 10 Hldgs %
19.44%
Holding
484
New
36
Increased
166
Reduced
187
Closed
70
Top Buys
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$4.86M |
| 2 |
SPDR S&P Biotech ETF
XBI
|
+$4.75M |
| 3 |
First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
|
+$2.12M |
| 4 |
Invesco Taxable Municipal Bond ETF
BAB
|
+$2M |
| 5 |
iShares Gold Trust
IAU
|
+$1.88M |
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$12.4M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
+$5.24M |
| 3 |
Amplify AI Powered Equity ETF
AIEQ
|
+$5.22M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$5.1M |
| 5 |
Vanguard Industrials ETF
VIS
|
+$4.94M |
Sector Composition
| 1 | Technology | 12.25% |
| 2 | Consumer Discretionary | 7.31% |
| 3 | Financials | 6.45% |
| 4 | Healthcare | 6.16% |
| 5 | Industrials | 4.44% |
