KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
1-Year Return
15.25%
This Quarter Return
+8.37%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$1.12B
AUM Growth
+$117M
(+12%)
Cap. Flow
+$46M
Cap. Flow
% of AUM
4.12%
Top 10 Holdings %
Top 10 Hldgs %
23.33%
Holding
660
New
90
Increased
271
Reduced
217
Closed
55
Top Buys
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$14.6M |
| 2 |
ProShares Short S&P500
SH
|
$13.5M |
| 3 |
Invesco QQQ Trust
QQQ
|
$9.7M |
| 4 |
First Trust Senior Loan Fund ETF
FTSL
|
$7.99M |
| 5 |
iShares US Medical Devices ETF
IHI
|
$6.67M |
Sector Composition
| 1 | Technology | 14.33% |
| 2 | Consumer Discretionary | 8.69% |
| 3 | Healthcare | 7.73% |
| 4 | Financials | 6.35% |
| 5 | Industrials | 3.86% |
