KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
1-Year Return
15.25%
This Quarter Return
+7.3%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$2.02B
AUM Growth
+$265M
(+15%)
Cap. Flow
+$195M
Cap. Flow
% of AUM
9.64%
Top 10 Holdings %
Top 10 Hldgs %
20.86%
Holding
948
New
140
Increased
447
Reduced
225
Closed
88
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$31.5M |
| 2 |
Starbucks
SBUX
|
+$9.23M |
| 3 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$8.18M |
| 4 |
Monarch Ambassador Income Index ETF
MAMB
|
+$7.61M |
| 5 |
Walt Disney
DIS
|
+$7M |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
+$20.5M |
| 2 |
Nike
NKE
|
+$7.77M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
+$7.59M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$6.71M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$6.46M |
Sector Composition
| 1 | Technology | 14.59% |
| 2 | Financials | 8.15% |
| 3 | Consumer Discretionary | 7.15% |
| 4 | Healthcare | 6.97% |
| 5 | Communication Services | 5.16% |
