KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
1-Year Return
15.25%
This Quarter Return
+2.3%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$194M
AUM Growth
+$25.4M
(+15%)
Cap. Flow
+$22M
Cap. Flow
% of AUM
11.35%
Top 10 Holdings %
Top 10 Hldgs %
18.32%
Holding
291
New
50
Increased
125
Reduced
70
Closed
29
Top Buys
| 1 |
Vanguard Consumer Discretionary ETF
VCR
|
$2.93M |
| 2 |
SPDR S&P Biotech ETF
XBI
|
$2.83M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.28M |
| 4 |
LNCE
Snyders-Lance, Inc.
LNCE
|
$1.86M |
| 5 |
SPDR Gold Trust
GLD
|
$1.26M |
Top Sells
| 1 |
SPDR S&P Bank ETF
KBE
|
$2.41M |
| 2 |
iShares US Healthcare Providers ETF
IHF
|
$2.33M |
| 3 |
iShares S&P 100 ETF
OEF
|
$1.22M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$1.16M |
| 5 |
ProShares Short 20+ Year Treasury ETF
TBF
|
$997K |
Sector Composition
| 1 | Financials | 6.43% |
| 2 | Technology | 4.57% |
| 3 | Healthcare | 4.57% |
| 4 | Communication Services | 4.5% |
| 5 | Consumer Discretionary | 3.49% |
