KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
1-Year Return
15.25%
This Quarter Return
+8.93%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$3.99B
AUM Growth
+$637M
(+19%)
Cap. Flow
+$379M
Cap. Flow
% of AUM
9.52%
Top 10 Holdings %
Top 10 Hldgs %
21.66%
Holding
1,088
New
144
Increased
442
Reduced
373
Closed
79
Top Buys
Top Sells
| 1 |
Innovator Defined Wealth Shield ETF
BALT
|
+$31.6M |
| 2 |
Booking.com
BKNG
|
+$18.9M |
| 3 |
Dick's Sporting Goods
DKS
|
+$11.8M |
| 4 |
Williams-Sonoma
WSM
|
+$11.2M |
| 5 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$10.3M |
Sector Composition
| 1 | Technology | 14.07% |
| 2 | Financials | 6.16% |
| 3 | Consumer Discretionary | 5.9% |
| 4 | Healthcare | 5.72% |
| 5 | Industrials | 3.97% |
