KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.83M
3
+$2.28M
4
LNCE
Snyders-Lance, Inc.
LNCE
+$1.86M
5
GLD icon
SPDR Gold Trust
GLD
+$1.26M

Top Sells

1
+$2.41M
2
+$2.33M
3
+$1.22M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.16M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$997K

Sector Composition

1 Financials 6.43%
2 Technology 4.57%
3 Healthcare 4.57%
4 Communication Services 4.5%
5 Consumer Discretionary 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$223K 0.11%
3,681
-398
227
$223K 0.11%
4,271
-239
228
$222K 0.11%
4,042
-67
229
$219K 0.11%
+2,927
230
$217K 0.11%
+996
231
$215K 0.11%
+3,185
232
$213K 0.11%
+12,250
233
$212K 0.11%
+11,718
234
$208K 0.11%
6,524
-1,427
235
$207K 0.11%
1,678
-113
236
$205K 0.11%
+3,316
237
$205K 0.11%
+13,561
238
$202K 0.1%
+1,879
239
$198K 0.1%
+4,791
240
$189K 0.1%
3,400
-580
241
$187K 0.1%
13,342
-1,500
242
$140K 0.07%
+1,589
243
$127K 0.07%
+5,250
244
$100K 0.05%
+8,354
245
$90K 0.05%
+1,500
246
$78K 0.04%
+2,599
247
$52K 0.03%
+30,200
248
$41K 0.02%
2,845
+395
249
$32K 0.02%
+546
250
$19K 0.01%
+604
8 9
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