KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
1-Year Return
15.25%
This Quarter Return
+2.17%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$4.23B
AUM Growth
+$247M
(+6.2%)
Cap. Flow
+$194M
Cap. Flow
% of AUM
4.59%
Top 10 Holdings %
Top 10 Hldgs %
22.94%
Holding
1,134
New
124
Increased
511
Reduced
346
Closed
100
Top Buys
| 1 |
American Tower
AMT
|
+$19.1M |
| 2 |
Monarch Blue Chips Core Index ETF
MBCC
|
+$12.5M |
| 3 |
Conagra Brands
CAG
|
+$10.8M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$9.74M |
| 5 |
Diamondback Energy
FANG
|
+$8.65M |
Top Sells
| 1 |
Intel
INTC
|
+$17.8M |
| 2 |
Qualcomm
QCOM
|
+$11.8M |
| 3 |
NetApp
NTAP
|
+$10.1M |
| 4 |
Amgen
AMGN
|
+$9.56M |
| 5 |
Comerica
CMA
|
+$7.18M |
Sector Composition
| 1 | Technology | 13.88% |
| 2 | Consumer Discretionary | 5.66% |
| 3 | Healthcare | 5.5% |
| 4 | Financials | 5.47% |
| 5 | Industrials | 3.88% |
