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
26
$1.83M 0.94%
12,126
+1,634
27
$1.75M 0.9%
13,201
+795
28
$1.58M 0.81%
31,797
+2,969
29
$1.56M 0.81%
19,124
+8,883
30
$1.56M 0.8%
15,383
+7,094
31
$1.54M 0.79%
33,220
+5,940
32
$1.5M 0.77%
12,747
+10,662
33
$1.45M 0.75%
10,197
+5,104
34
$1.43M 0.74%
20,746
+520
35
$1.42M 0.73%
88,248
+14,034
36
$1.42M 0.73%
71,360
-4,360
37
$1.39M 0.72%
14,440
+1,216
38
$1.35M 0.7%
35,086
+2,691
39
$1.31M 0.67%
44,164
+16,516
40
$1.28M 0.66%
28,150
+1,877
41
$1.27M 0.66%
28,490
-2,136
42
$1.27M 0.65%
13,537
+237
43
$1.24M 0.64%
11,610
+7,120
44
$1.22M 0.63%
11,713
-2,621
45
$1.2M 0.62%
10,775
+1,949
46
$1.2M 0.62%
95,870
+5,750
47
$1.2M 0.62%
47,460
+272
48
$1.17M 0.6%
11,002
+346
49
$1.16M 0.6%
8,567
+4,088
50
$1.16M 0.6%
9,744
+1,180
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