KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
1-Year Return
15.25%
This Quarter Return
+0.62%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$5.13B
AUM Growth
+$379M
(+8%)
Cap. Flow
+$406M
Cap. Flow
% of AUM
7.9%
Top 10 Holdings %
Top 10 Hldgs %
23.31%
Holding
1,206
New
124
Increased
526
Reduced
409
Closed
108
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$75.8M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$73.9M |
| 3 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$54.9M |
| 4 |
Monarch Select Subsector Index ETF
MSSS
|
+$48.9M |
| 5 |
Innovator Laddered Allocation Power Buffer ETF
BUFF
|
+$48.8M |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$120M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$52.3M |
| 3 |
Vanguard Total Bond Market
BND
|
+$50.1M |
| 4 |
Innovator Defined Wealth Shield ETF
BALT
|
+$46.4M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
+$30.5M |
Sector Composition
| 1 | Technology | 12.92% |
| 2 | Consumer Discretionary | 5.58% |
| 3 | Financials | 5.58% |
| 4 | Healthcare | 4.14% |
| 5 | Industrials | 4.06% |
