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
26
$2.35M 0.84%
28,835
+7,723
27
$2.33M 0.83%
9,497
+1,346
28
$2.28M 0.81%
87,708
+31,936
29
$2.22M 0.79%
20,330
+131
30
$2.19M 0.78%
14,165
+1,479
31
$2.15M 0.77%
42,454
+2,287
32
$2.1M 0.75%
10,621
+584
33
$1.97M 0.7%
37,440
+1,620
34
$1.92M 0.68%
18,027
+3,569
35
$1.86M 0.67%
16,352
+2,277
36
$1.84M 0.66%
85,656
+75,728
37
$1.8M 0.64%
31,637
+3,290
38
$1.78M 0.63%
34,650
+18,302
39
$1.75M 0.62%
11,834
+618
40
$1.74M 0.62%
77,895
+2,460
41
$1.74M 0.62%
27,943
+2,109
42
$1.68M 0.6%
23,184
-182
43
$1.66M 0.59%
36,929
+7,313
44
$1.65M 0.59%
12,065
+139
45
$1.6M 0.57%
16,953
+533
46
$1.5M 0.54%
29,482
+818
47
$1.48M 0.53%
14,024
+523
48
$1.47M 0.52%
82,707
+5,400
49
$1.45M 0.52%
23,634
+5,413
50
$1.42M 0.51%
25,880
+5,449
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