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
51
$1.38M 0.49%
13,485
+4,298
52
$1.36M 0.49%
12,668
+159
53
$1.32M 0.47%
11,946
+894
54
$1.31M 0.47%
9,728
+130
55
$1.28M 0.46%
51,076
+2,432
56
$1.26M 0.45%
15,055
+2,554
57
$1.26M 0.45%
32,050
+2,671
58
$1.24M 0.44%
33,027
+349
59
$1.21M 0.43%
23,576
60
$1.21M 0.43%
113,340
+4,716
61
$1.2M 0.43%
31,540
+4,325
62
$1.18M 0.42%
32,448
+5,377
63
$1.18M 0.42%
16,105
+8,273
64
$1.15M 0.41%
9,870
+7,800
65
$1.15M 0.41%
43,238
+4,108
66
$1.15M 0.41%
63,189
+18,399
67
$1.14M 0.41%
54,395
+4,035
68
$1.14M 0.41%
13,018
+6,332
69
$1.13M 0.4%
13,462
+767
70
$1.12M 0.4%
7,636
+117
71
$1.11M 0.4%
63,544
+9,572
72
$1.1M 0.39%
7,234
+141
73
$1.1M 0.39%
64,647
+4,932
74
$1.1M 0.39%
6,393
+2,708
75
$1.1M 0.39%
8,293
+1,373
1 2
3
4 5