KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.41M
3
+$2.7M
4
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$1.62M
5
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$1.24M

Top Sells

1
+$3.35M
2
+$3.22M
3
+$1.37M
4
USCI icon
US Commodity Index
USCI
+$1.03M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$719K

Sector Composition

1 Financials 6.32%
2 Technology 5.32%
3 Healthcare 4.42%
4 Industrials 4.41%
5 Communication Services 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$349K 0.12%
5,161
+1
227
$347K 0.12%
7,088
+2,306
228
$336K 0.12%
5,381
+570
229
$334K 0.12%
7,236
-602
230
$334K 0.12%
5,183
+106
231
$330K 0.12%
+5,576
232
$329K 0.12%
5,186
233
$326K 0.12%
1,350
234
$321K 0.11%
+2,763
235
$321K 0.11%
+5,414
236
$321K 0.11%
2,035
-95
237
$320K 0.11%
6,789
+569
238
$319K 0.11%
+3,156
239
$310K 0.11%
2,311
-283
240
$306K 0.11%
+2,159
241
$305K 0.11%
7,980
+656
242
$301K 0.11%
+2,025
243
$297K 0.11%
+4,633
244
$296K 0.11%
6,250
-44
245
$294K 0.1%
+2,512
246
$293K 0.1%
8,540
-1,706
247
$292K 0.1%
5,720
+388
248
$291K 0.1%
5,306
-1,126
249
$290K 0.1%
+4,905
250
$290K 0.1%
5,509
-1,339
8 9
10
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