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
251
$14K 0.01%
+1,000
252
$12K 0.01%
+165
253
$11K 0.01%
+142
254
$11K 0.01%
+256
255
$10K 0.01%
+3,333
256
$9K ﹤0.01%
+1,070
257
$8K ﹤0.01%
+67
258
$8K ﹤0.01%
12,000
259
$5K ﹤0.01%
89
260
$2K ﹤0.01%
+10,001
261
– –
-8,223
262
– –
0
263
– –
-1,263
264
– –
-90,780
265
– –
-2,423
266
– –
-5,822
267
– –
-421
268
– –
-11,571
269
– –
-23,400
270
– –
-3,671
271
– –
-16,994
272
– –
-86,790
273
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-103
274
– –
-56,131
275
– –
-8,838
8 9 10
11
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