We are live on
!
Find out more
KWM
Kingsview Wealth Management Portfolio holdings
AUM
$7.33B
1-Year Est. Return
16.07%
This Fund
S&P 500
This Quarter
Est. Return
+4.63%
1 Year Est. Return
+16.07%
3 Year Est. Return
+55.85%
5 Year Est. Return
+68.48%
10 Year Est. Return
–
AUM
$169M
AUM Growth
–
Cap. Flow
+$195M
Cap. Flow
% of AUM
115.77%
Top 10 Holdings %
Top 10 Hldgs %
18.35%
Holding
302
New
302
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$5.33M |
| 2 |
Apple
AAPL
|
+$3.21M |
| 3 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$3.03M |
| 4 |
AT&T
T
|
+$3.01M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 6.29% |
| 2 | Communication Services | 5.61% |
| 3 | Technology | 4.69% |
| 4 | Healthcare | 4.55% |
| 5 | Consumer Discretionary | 3.24% |
Similar funds
DKCM
GJL
SIMG
GLF
BIM
DS
CFG
FPP
Kingsview Wealth Management's Q1 2017 Portfolio in Review
Q1 2017 is the first quarter with a 13F filing on record for Kingsview Wealth Management, which disclosed 302 positions worth $169M. Its ten largest holdings account for 18% of the portfolio.
Its largest position is Invesco S&P 500 Equal Weight ETF: 59,459 shares worth $5.4M.
By sector, the portfolio is most concentrated in Financials at 6.3% of assets, followed by Communication Services and Technology.
- Kingsview Wealth Management's largest Q1 2017 buy was Invesco S&P 500 Equal Weight ETF: 59,459 shares worth $5.4M.
- Kingsview Wealth Management's ten largest holdings make up 18% of its $169M portfolio in Q1 2017.
- Kingsview Wealth Management disclosed 302 positions in Q1 2017, its first 13F filing on record.
Based on Kingsview Wealth Management's 13F filing for Q1 2017, filed 29 Jan 2020.