KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
1-Year Return
15.25%
This Quarter Return
+7.63%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$2.3B
AUM Growth
+$195M
(+9.2%)
Cap. Flow
+$64M
Cap. Flow
% of AUM
2.78%
Top 10 Holdings %
Top 10 Hldgs %
20.39%
Holding
921
New
108
Increased
332
Reduced
355
Closed
80
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
+$27.4M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
+$26.4M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
+$21.2M |
| 4 |
DGL
Invesco DB Gold Fund
DGL
|
+$14.6M |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$13.5M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$47M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
+$21.4M |
| 3 |
The Communication Services Select Sector SPDR Fund
XLC
|
+$17.8M |
| 4 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$13.2M |
| 5 |
NVIDIA
NVDA
|
+$9.66M |
Sector Composition
| 1 | Technology | 11.13% |
| 2 | Healthcare | 6.81% |
| 3 | Financials | 6.11% |
| 4 | Consumer Discretionary | 6.03% |
| 5 | Consumer Staples | 4.45% |
