KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
This Quarter Return
+4.45%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$227M
AUM Growth
+$227M
(+17%)
Cap. Flow
+$25.8M
Cap. Flow
% of AUM
11.35%
Top 10 Holdings %
Top 10 Hldgs %
17.84%
Holding
305
New
44
Increased
154
Reduced
68
Closed
27
Top Buys
Top Sells
| 1 |
Vanguard Consumer Discretionary ETF
VCR
|
$2.75M |
| 2 |
US Commodity Index
USCI
|
$891K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$856K |
| 4 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
$693K |
| 5 |
Chevron
CVX
|
$598K |
Sector Composition
| 1 | Financials | 6.25% |
| 2 | Technology | 4.65% |
| 3 | Healthcare | 4.41% |
| 4 | Communication Services | 4.2% |
| 5 | Industrials | 3.79% |