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
51
$1.14M 0.59%
29,176
-3,734
52
$1.13M 0.58%
12,738
+1,529
53
$1.12M 0.58%
31,655
+3,519
54
$1.08M 0.55%
41,272
-13,228
55
$1.05M 0.54%
7,443
+408
56
$1.01M 0.52%
23,559
57
$1.01M 0.52%
37,376
+2,408
58
$998K 0.51%
12,371
-2,298
59
$976K 0.5%
64,953
-4,416
60
$951K 0.49%
50,495
+5,865
61
$946K 0.49%
7,550
-310
62
$942K 0.48%
7,664
-649
63
$898K 0.46%
21,732
+5,202
64
$889K 0.46%
7,236
+569
65
$887K 0.46%
91,068
+24,066
66
$880K 0.45%
15,083
67
$867K 0.45%
25,091
68
$862K 0.44%
11,581
-173
69
$859K 0.44%
54,044
-33,422
70
$837K 0.43%
16,548
-3,001
71
$818K 0.42%
26,105
-10
72
$818K 0.42%
29,220
-660
73
$809K 0.42%
13,558
-152
74
$808K 0.42%
6,868
+1,162
75
$804K 0.41%
15,360
+39
1 2
3
4 5