KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
1-Year Return
15.25%
This Quarter Return
-2.88%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$2.78B
AUM Growth
+$233M
(+9.1%)
Cap. Flow
+$330M
Cap. Flow
% of AUM
11.87%
Top 10 Holdings %
Top 10 Hldgs %
19.61%
Holding
1,025
New
121
Increased
502
Reduced
257
Closed
96
Top Buys
Top Sells
| 1 |
Materials Select Sector SPDR Fund
XLB
|
+$24.4M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
+$23.9M |
| 3 |
Costco
COST
|
+$12.1M |
| 4 |
Apple
AAPL
|
+$11.8M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$4.46M |
Sector Composition
| 1 | Technology | 13.85% |
| 2 | Consumer Discretionary | 7.15% |
| 3 | Financials | 5.92% |
| 4 | Healthcare | 5.43% |
| 5 | Industrials | 4.69% |
