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
76
$1.07M 0.38%
17,708
+1,741
77
$1.07M 0.38%
16,134
+1,667
78
$1.05M 0.37%
5,639
+1,132
79
$1.03M 0.37%
8,625
+2,335
80
$1.03M 0.37%
33,280
+3,279
81
$1.01M 0.36%
8,117
-164
82
$1.01M 0.36%
8,050
+1,423
83
$1M 0.36%
3,397
-108
84
$998K 0.36%
32,794
+19,853
85
$995K 0.36%
6,314
+3,867
86
$992K 0.35%
10,360
-891
87
$990K 0.35%
15,083
88
$989K 0.35%
33,489
+743
89
$956K 0.34%
10,402
+3,228
90
$938K 0.33%
21,463
-4
91
$934K 0.33%
+37,445
92
$920K 0.33%
12,889
+1,038
93
$909K 0.32%
19,842
+4,397
94
$899K 0.32%
4,742
+370
95
$898K 0.32%
9,663
+5,582
96
$894K 0.32%
29,020
-25
97
$888K 0.32%
16,255
+654
98
$885K 0.32%
12,970
+138
99
$884K 0.32%
12,669
+1,012
100
$880K 0.31%
15,444
+29
2 3
4
5 6