KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
1-Year Return
15.25%
This Quarter Return
+8.78%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$2.38B
AUM Growth
+$275M
(+13%)
Cap. Flow
+$129M
Cap. Flow
% of AUM
5.42%
Top 10 Holdings %
Top 10 Hldgs %
21.75%
Holding
971
New
135
Increased
407
Reduced
286
Closed
85
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
+$17.7M |
| 2 |
Home Depot
HD
|
+$11.9M |
| 3 |
Costco
COST
|
+$11.8M |
| 4 |
iShares Semiconductor ETF
SOXX
|
+$9.67M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$9.3M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$27.3M |
| 2 |
Starbucks
SBUX
|
+$9.85M |
| 3 |
Meta Platforms (Facebook)
META
|
+$8.94M |
| 4 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$8.78M |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$5.65M |
Sector Composition
| 1 | Technology | 16.52% |
| 2 | Consumer Discretionary | 7.5% |
| 3 | Financials | 7.21% |
| 4 | Healthcare | 7.13% |
| 5 | Communication Services | 4.45% |
