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
126
$699K 0.25%
65,016
-4,632
127
$699K 0.25%
33,068
+857
128
$697K 0.25%
8,291
+70
129
$697K 0.25%
22,713
+225
130
$688K 0.25%
+17,603
131
$679K 0.24%
3,449
+2,054
132
$666K 0.24%
15,168
+8,222
133
$656K 0.23%
8,198
-2,344
134
$656K 0.23%
34,531
-3,038
135
$655K 0.23%
4,233
-927
136
$646K 0.23%
5,268
+187
137
$644K 0.23%
3,745
-125
138
$637K 0.23%
8,422
-42,513
139
$630K 0.22%
8,558
+1,343
140
$624K 0.22%
43,650
-900
141
$623K 0.22%
6,445
-22
142
$622K 0.22%
16,338
-18,873
143
$620K 0.22%
3,718
+2,355
144
$612K 0.22%
3,189
+2,197
145
$610K 0.22%
+2,467
146
$606K 0.22%
10,977
+2,664
147
$605K 0.22%
+18,384
148
$603K 0.22%
48,272
+17,789
149
$598K 0.21%
4,801
+151
150
$594K 0.21%
4,049
+1,120
4 5
6
7 8