KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
1-Year Return
15.25%
This Quarter Return
+8.96%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$5.91B
AUM Growth
+$599M
(+11%)
Cap. Flow
+$224M
Cap. Flow
% of AUM
3.79%
Top 10 Holdings %
Top 10 Hldgs %
22.37%
Holding
1,237
New
150
Increased
514
Reduced
430
Closed
76
Top Buys
| 1 |
Monarch ProCap Index ETF
MPRO
|
+$61.9M |
| 2 |
Walmart
WMT
|
+$39.4M |
| 3 |
Texas Instruments
TXN
|
+$37M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$31.6M |
| 5 |
Adobe
ADBE
|
+$31.2M |
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$112M |
| 2 |
Meta Platforms (Facebook)
META
|
+$44M |
| 3 |
Apple
AAPL
|
+$33.7M |
| 4 |
Amazon
AMZN
|
+$33.6M |
| 5 |
Simon Property Group
SPG
|
+$28.3M |
Sector Composition
| 1 | Technology | 13.51% |
| 2 | Financials | 5.03% |
| 3 | Consumer Discretionary | 4.63% |
| 4 | Healthcare | 4.2% |
| 5 | Industrials | 3.69% |
