KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
This Quarter Return
+2.7%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$418M
AUM Growth
+$418M
(+4.1%)
Cap. Flow
+$10M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
18.29%
Holding
339
New
30
Increased
140
Reduced
118
Closed
21
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$5.81M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$4.72M |
| 3 |
Vanguard Financials ETF
VFH
|
$4.69M |
| 4 |
Materials Select Sector SPDR Fund
XLB
|
$4.55M |
| 5 |
First Trust Small Cap Growth AlphaDEX Fund
FYC
|
$2.82M |
Sector Composition
| 1 | Technology | 9.62% |
| 2 | Financials | 7.31% |
| 3 | Industrials | 6.77% |
| 4 | Healthcare | 6.57% |
| 5 | Consumer Discretionary | 5.96% |
