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
301
$113K 0.04%
2,103
-6,752
302
$101K 0.04%
+9,833
303
$93K 0.03%
+4,245
304
$85K 0.03%
+5,319
305
$55K 0.02%
9,374
-34,903
306
$49K 0.02%
6,740
-19,680
307
$43K 0.02%
+1,227
308
$18K 0.01%
660
309
$15K 0.01%
+4,667
310
$14K 0.01%
+19,445
311
$10K ﹤0.01%
12
-7
312
$8K ﹤0.01%
12,000
313
$6K ﹤0.01%
+135
314
$5K ﹤0.01%
+200
315
$3K ﹤0.01%
1,000
316
– –
-17,400
317
– –
-29,616
318
– –
-7,301
319
– –
-762
320
– –
-5,340
321
– –
-22,911
322
– –
-10,012
323
– –
-6,890
324
– –
-3,813
325
– –
-17,500
10 11 12
13
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