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
76
$804K 0.41%
23,105
+3,810
77
$802K 0.41%
27,428
+381
78
$800K 0.41%
13,430
+2,574
79
$799K 0.41%
14,417
+3,694
80
$761K 0.39%
31,379
+2,902
81
$758K 0.39%
15,116
+49
82
$751K 0.39%
47,032
-7,868
83
$750K 0.39%
3,792
+582
84
$745K 0.38%
10,028
+1,242
85
$727K 0.37%
21,755
86
$724K 0.37%
4,968
+541
87
$723K 0.37%
32,051
+62
88
$722K 0.37%
11,442
-7
89
$712K 0.37%
33,406
-409
90
$697K 0.36%
6,038
-458
91
$685K 0.35%
24,112
-32
92
$677K 0.35%
7,763
-78
93
$670K 0.34%
15,704
-2,192
94
$667K 0.34%
7,894
+5,236
95
$666K 0.34%
6,475
-206
96
$662K 0.34%
13,231
+8,085
97
$647K 0.33%
14,072
+1,161
98
$647K 0.33%
12,850
+100
99
$641K 0.33%
5,506
+1,318
100
$640K 0.33%
7,600
-700
2 3
4
5 6