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
176
$484K 0.17%
20,318
+10,074
177
$481K 0.17%
+5,951
178
$470K 0.17%
+5,579
179
$454K 0.16%
16,022
+22
180
$443K 0.16%
4,193
+1,068
181
$442K 0.16%
+2,885
182
$442K 0.16%
3,724
+17
183
$438K 0.16%
11,050
+3,775
184
$435K 0.16%
+2,138
185
$435K 0.16%
6,673
+1,861
186
$433K 0.15%
+11,096
187
$433K 0.15%
2,801
+1,245
188
$430K 0.15%
21,493
-6,762
189
$425K 0.15%
+4,778
190
$425K 0.15%
+6,244
191
$425K 0.15%
33,730
+11,360
192
$417K 0.15%
14,412
+12
193
$411K 0.15%
+1,968
194
$411K 0.15%
6,283
+475
195
$411K 0.15%
9,125
196
$408K 0.15%
8,842
+372
197
$407K 0.15%
14,732
+343
198
$406K 0.14%
10,549
+24
199
$402K 0.14%
2,115
+261
200
$398K 0.14%
19,380
+487
6 7
8
9 10