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
151
$374K 0.19%
200
+32
152
$374K 0.19%
+5,732
153
$372K 0.19%
19,925
+679
154
$370K 0.19%
8,950
-550
155
$366K 0.19%
+5,467
156
$363K 0.19%
4,084
-29
157
$361K 0.19%
3,568
+751
158
$356K 0.18%
5,851
-68
159
$353K 0.18%
6,632
+1,507
160
$353K 0.18%
8,652
+1,433
161
$351K 0.18%
3,245
+331
162
$350K 0.18%
20,270
+2,827
163
$347K 0.18%
1,350
164
$344K 0.18%
10,020
+1,188
165
$340K 0.18%
2,984
+555
166
$339K 0.17%
11,570
-192
167
$338K 0.17%
5,308
+1
168
$337K 0.17%
3,153
-11,419
169
$336K 0.17%
3,038
-597
170
$332K 0.17%
5,347
+274
171
$330K 0.17%
9,844
172
$324K 0.17%
7,120
-380
173
$321K 0.17%
+8,410
174
$319K 0.16%
1,830
+51
175
$318K 0.16%
+18,458
5 6
7
8 9