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
251
$288K 0.1%
+4,330
252
$285K 0.1%
2,572
253
$283K 0.1%
3,371
-1,001
254
$283K 0.1%
5,892
+146
255
$276K 0.1%
4,507
-26
256
$271K 0.1%
5,180
+280
257
$267K 0.1%
4,357
+463
258
$267K 0.1%
1,795
+142
259
$265K 0.09%
+10,281
260
$263K 0.09%
+9,410
261
$261K 0.09%
2,268
-1,301
262
$260K 0.09%
3,501
+247
263
$256K 0.09%
+5,824
264
$254K 0.09%
+1,784
265
$254K 0.09%
+1,436
266
$252K 0.09%
+6,849
267
$249K 0.09%
+8,982
268
$248K 0.09%
773
-102
269
$246K 0.09%
5,809
-182
270
$244K 0.09%
+1,488
271
$243K 0.09%
7,906
-16
272
$240K 0.09%
+3,805
273
$238K 0.08%
3,686
+3
274
$238K 0.08%
+3,152
275
$238K 0.08%
4,531
9 10
11
12 13