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
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