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
101
$635K 0.33%
3,974
+529
102
$625K 0.32%
7,767
+244
103
$612K 0.32%
12,224
+4,458
104
$594K 0.31%
4,281
-224
105
$592K 0.3%
4,025
-173
106
$590K 0.3%
11,329
+4,587
107
$588K 0.3%
3,835
-494
108
$581K 0.3%
6,230
+582
109
$555K 0.29%
9,069
+1,114
110
$552K 0.28%
9,237
+880
111
$551K 0.28%
4,339
+343
112
$543K 0.28%
10,672
-427
113
$538K 0.28%
6,992
-300
114
$537K 0.28%
9,207
+50
115
$531K 0.27%
27,550
+3,401
116
$528K 0.27%
3,746
+592
117
$526K 0.27%
21,450
+6,900
118
$523K 0.27%
9,513
-521
119
$519K 0.27%
6,239
-380
120
$515K 0.27%
19,430
+938
121
$514K 0.26%
11,812
+6,753
122
$509K 0.26%
6,514
-91
123
$504K 0.26%
22,068
-2,132
124
$497K 0.26%
2,887
+1,100
125
$493K 0.25%
20,853
+1,431
3 4
5
6 7