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
276
$238K 0.08%
2,252
-250
277
$237K 0.08%
+4,035
278
$235K 0.08%
2,240
+9
279
$233K 0.08%
+5,087
280
$232K 0.08%
12,000
-54
281
$231K 0.08%
7,218
+551
282
$228K 0.08%
+10,936
283
$224K 0.08%
+979
284
$224K 0.08%
3,387
-507
285
$222K 0.08%
+2,762
286
$221K 0.08%
+2,142
287
$221K 0.08%
14,875
+713
288
$220K 0.08%
+8,661
289
$217K 0.08%
+5,680
290
$216K 0.08%
864
-697
291
$211K 0.08%
+11,487
292
$210K 0.08%
+1,692
293
$210K 0.08%
+1,454
294
$204K 0.07%
+4,648
295
$202K 0.07%
+11,250
296
$185K 0.07%
2,207
-314
297
$150K 0.05%
2,677
-2,222
298
$130K 0.05%
6,846
-3,079
299
$123K 0.04%
11,587
-1,000
300
$118K 0.04%
+14,392
10 11
12
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