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
151
$587K 0.21%
5,950
+601
152
$574K 0.2%
11,803
-2,740
153
$571K 0.2%
17,170
-3,840
154
$565K 0.2%
6,270
+366
155
$564K 0.2%
9,813
+257
156
$559K 0.2%
10,437
+4,242
157
$554K 0.2%
8,864
+2,345
158
$550K 0.2%
3,796
+2,271
159
$550K 0.2%
33,230
+4,403
160
$543K 0.19%
9,231
+1
161
$539K 0.19%
9,446
+5,447
162
$535K 0.19%
5,353
-1,659
163
$531K 0.19%
7,260
-317
164
$529K 0.19%
15,208
+1,143
165
$522K 0.19%
108,000
+19,960
166
$520K 0.19%
+7,908
167
$520K 0.19%
6,908
+3,085
168
$506K 0.18%
4,743
-1,071
169
$506K 0.18%
45,136
+5,136
170
$504K 0.18%
10,694
-191
171
$503K 0.18%
20,078
-1,025
172
$501K 0.18%
9,340
-872
173
$496K 0.18%
16,615
+807
174
$491K 0.18%
7,663
-200
175
$489K 0.17%
+7,022
5 6
7
8 9