KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
1-Year Return
15.25%
This Quarter Return
+6.64%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$4.75B
AUM Growth
+$522M
(+12%)
Cap. Flow
+$278M
Cap. Flow
% of AUM
5.85%
Top 10 Holdings %
Top 10 Hldgs %
22.12%
Holding
1,170
New
136
Increased
529
Reduced
366
Closed
86
Top Buys
| 1 |
Innovator Defined Wealth Shield ETF
BALT
|
+$44.3M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
+$33.2M |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
+$25.8M |
| 4 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$18.8M |
| 5 |
Monarch ProCap Index ETF
MPRO
|
+$12.9M |
Top Sells
Sector Composition
| 1 | Technology | 12.97% |
| 2 | Financials | 5.62% |
| 3 | Consumer Discretionary | 5.43% |
| 4 | Healthcare | 5.36% |
| 5 | Industrials | 3.82% |
