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
201
$398K 0.14%
10,413
+219
202
$398K 0.14%
+5,994
203
$396K 0.14%
+771
204
$391K 0.14%
1,774
+43
205
$388K 0.14%
3,528
+85
206
$384K 0.14%
+2,630
207
$383K 0.14%
6,738
-3,165
208
$382K 0.14%
7,443
+28
209
$381K 0.14%
10,813
210
$380K 0.14%
2,582
+625
211
$379K 0.14%
+7,378
212
$370K 0.13%
4,954
+993
213
$368K 0.13%
7,449
+1
214
$366K 0.13%
10,842
+653
215
$365K 0.13%
5,029
+810
216
$365K 0.13%
3,813
-22
217
$365K 0.13%
+5,010
218
$363K 0.13%
8,410
219
$361K 0.13%
2,058
+618
220
$361K 0.13%
9,000
221
$357K 0.13%
8,719
+1,695
222
$356K 0.13%
+5,854
223
$354K 0.13%
204
-9
224
$349K 0.12%
4,749
-203
225
$349K 0.12%
+13,570
7 8
9
10 11