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
1
$8.44M 3.01%
83,495
+2,315
2
$5.99M 2.14%
677,416
+305,496
3
$5.01M 1.79%
118,344
+6,672
4
$4.82M 1.72%
75,409
+5,686
5
$4.09M 1.46%
15,322
-108
6
$4.04M 1.44%
150,963
+12,740
7
$3.98M 1.42%
25,487
+24,032
8
$3.86M 1.38%
63,790
+7,752
9
$3.84M 1.37%
54,826
+7,356
10
$3.63M 1.3%
43,917
+41,276
11
$3.44M 1.23%
181,648
-1,861
12
$3.33M 1.19%
27,398
+1,493
13
$3.28M 1.17%
56,100
+3,340
14
$3.21M 1.15%
20,608
+470
15
$3.2M 1.14%
75,362
+29,055
16
$3.08M 1.1%
30,691
+5,972
17
$2.77M 0.99%
25,948
+318
18
$2.75M 0.98%
19,710
+3,929
19
$2.72M 0.97%
118,048
+10,337
20
$2.69M 0.96%
73,649
-29
21
$2.69M 0.96%
53,678
22
$2.66M 0.95%
90,556
+7,169
23
$2.59M 0.93%
14,696
+1,225
24
$2.53M 0.9%
76,680
+18,372
25
$2.44M 0.87%
28,509
+5,952
1
2 3 4 5