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
126
$482K 0.25%
5,770
+155
127
$478K 0.25%
1,964
+78
128
$472K 0.24%
40,000
129
$467K 0.24%
11,375
-1,375
130
$466K 0.24%
7,028
-348
131
$465K 0.24%
9,330
-24
132
$463K 0.24%
5,168
+495
133
$460K 0.24%
7,963
134
$452K 0.23%
27,015
+7,695
135
$443K 0.23%
3,556
+651
136
$435K 0.22%
16,085
+3,134
137
$432K 0.22%
3,499
+53
138
$428K 0.22%
13,663
+2,649
139
$425K 0.22%
4,650
140
$422K 0.22%
8,900
+1,522
141
$419K 0.22%
15,102
+6,342
142
$419K 0.22%
2,735
-118
143
$416K 0.21%
4,491
+202
144
$406K 0.21%
5,186
145
$401K 0.21%
3,882
+840
146
$401K 0.21%
26,100
-515
147
$399K 0.21%
3,541
+1,266
148
$396K 0.2%
+3,570
149
$383K 0.2%
14,930
-478
150
$379K 0.2%
+7,340
4 5
6
7 8