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
101
$861K 0.31%
16,422
+429
102
$860K 0.31%
5,344
+779
103
$858K 0.31%
10,681
+5,522
104
$849K 0.3%
6,647
+77
105
$830K 0.3%
10,805
+4,921
106
$821K 0.29%
16,159
+2,563
107
$819K 0.29%
10,353
+4,288
108
$795K 0.28%
46,686
+9,506
109
$789K 0.28%
17,196
+4,997
110
$778K 0.28%
6,255
+516
111
$771K 0.28%
4,478
+1,491
112
$751K 0.27%
5,471
+413
113
$750K 0.27%
7,550
114
$738K 0.26%
10,584
+4,130
115
$736K 0.26%
19,215
+9,675
116
$736K 0.26%
7,043
+51
117
$734K 0.26%
5,934
-11,078
118
$725K 0.26%
4,629
+1,063
119
$722K 0.26%
5,130
+575
120
$718K 0.26%
12,252
-100
121
$716K 0.26%
12,225
+3,748
122
$715K 0.26%
2,659
+568
123
$709K 0.25%
6,359
+503
124
$706K 0.25%
10,041
+1,059
125
$701K 0.25%
8,186
+92
3 4
5
6 7