KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
1-Year Return
15.25%
This Quarter Return
-4.78%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$2.11B
AUM Growth
+$17.9M
(+0.85%)
Cap. Flow
+$127M
Cap. Flow
% of AUM
6.03%
Top 10 Holdings %
Top 10 Hldgs %
22.68%
Holding
897
New
89
Increased
345
Reduced
318
Closed
84
Top Buys
Top Sells
| 1 |
Materials Select Sector SPDR Fund
XLB
|
+$13.3M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
+$12.6M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
+$10.6M |
| 4 |
Apple
AAPL
|
+$7.34M |
| 5 |
Netflix
NFLX
|
+$6.3M |
Sector Composition
| 1 | Technology | 11.8% |
| 2 | Healthcare | 7.28% |
| 3 | Financials | 5.83% |
| 4 | Consumer Discretionary | 5.64% |
| 5 | Consumer Staples | 4.38% |
