KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
1-Year Return
15.25%
This Quarter Return
+0.17%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$2.11B
AUM Growth
+$86.2M
(+4.3%)
Cap. Flow
+$102M
Cap. Flow
% of AUM
4.86%
Top 10 Holdings %
Top 10 Hldgs %
21.79%
Holding
945
New
85
Increased
417
Reduced
259
Closed
109
Top Buys
| 1 |
Dorchester Minerals
DMLP
|
+$10.6M |
| 2 |
Microsoft
MSFT
|
+$9.02M |
| 3 |
Apple
AAPL
|
+$5.71M |
| 4 |
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
|
+$5.05M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$4.99M |
Top Sells
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$3.33M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$2.8M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
+$2.74M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$2.14M |
| 5 |
Nucor
NUE
|
+$2.01M |
Sector Composition
| 1 | Technology | 15.22% |
| 2 | Consumer Discretionary | 7.7% |
| 3 | Financials | 7.64% |
| 4 | Healthcare | 7.03% |
| 5 | Communication Services | 4.82% |
