KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
This Quarter Return
+5.77%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$280M
AUM Growth
+$280M
(+23%)
Cap. Flow
+$45.2M
Cap. Flow
% of AUM
16.14%
Top 10 Holdings %
Top 10 Hldgs %
17.05%
Holding
340
New
63
Increased
180
Reduced
57
Closed
25
Top Buys
| 1 |
Vanguard Consumer Discretionary ETF
VCR
|
$3.75M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$3.41M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.7M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.05M |
| 5 |
Invesco S&P 500 BuyWrite ETF
PBP
|
$1.62M |
Top Sells
| 1 |
SPDR S&P Biotech ETF
XBI
|
$3.35M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$3.22M |
| 3 |
SPDR Gold Trust
GLD
|
$1.37M |
| 4 |
US Commodity Index
USCI
|
$1.03M |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
$719K |
Sector Composition
| 1 | Financials | 6.32% |
| 2 | Technology | 5.32% |
| 3 | Healthcare | 4.42% |
| 4 | Industrials | 4.41% |
| 5 | Communication Services | 4.01% |
