KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
1-Year Return
15.25%
This Quarter Return
-3.5%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$2.27B
AUM Growth
-$113M
(-4.8%)
Cap. Flow
+$7.66M
Cap. Flow
% of AUM
0.34%
Top 10 Holdings %
Top 10 Hldgs %
21.24%
Holding
982
New
96
Increased
343
Reduced
357
Closed
131
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$30.6M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$13.4M |
| 3 |
The Communication Services Select Sector SPDR Fund
XLC
|
$11M |
| 4 |
Eli Lilly
LLY
|
$10.9M |
| 5 |
Real Estate Select Sector SPDR Fund
XLRE
|
$9.11M |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$14.4M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$13.1M |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
$12.2M |
| 4 |
DGL
Invesco DB Gold Fund
DGL
|
$9.37M |
| 5 |
JPMorgan Chase
JPM
|
$9.27M |
Sector Composition
| 1 | Technology | 16.44% |
| 2 | Healthcare | 7.61% |
| 3 | Financials | 6.66% |
| 4 | Consumer Discretionary | 5.98% |
| 5 | Consumer Staples | 3.98% |
