KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
1-Year Return
15.25%
This Quarter Return
+2.04%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$636M
AUM Growth
+$40.7M
(+6.8%)
Cap. Flow
+$31.3M
Cap. Flow
% of AUM
4.92%
Top 10 Holdings %
Top 10 Hldgs %
19.19%
Holding
452
New
38
Increased
224
Reduced
128
Closed
32
Top Buys
| 1 |
Vanguard Consumer Discretionary ETF
VCR
|
+$6.36M |
| 2 |
iShares US Medical Devices ETF
IHI
|
+$5.84M |
| 3 |
John Hancock Multifactor Large Cap ETF
JHML
|
+$2.7M |
| 4 |
Amazon
AMZN
|
+$2.32M |
| 5 |
CAPD
iPath Shiller CAPE ETN
CAPD
|
+$2.25M |
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
+$4.97M |
| 2 |
SPDR S&P Biotech ETF
XBI
|
+$4.75M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$4.04M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$3.63M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.92M |
Sector Composition
| 1 | Technology | 12.12% |
| 2 | Consumer Discretionary | 7.86% |
| 3 | Financials | 6.55% |
| 4 | Healthcare | 5.69% |
| 5 | Industrials | 4.49% |
