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
176
$317K 0.16%
5,969
+150
177
$313K 0.16%
+38,107
178
$312K 0.16%
27,862
+14,138
179
$310K 0.16%
3,665
-2,843
180
$306K 0.16%
4,226
+581
181
$306K 0.16%
3,947
+27
182
$305K 0.16%
9,933
-700
183
$304K 0.16%
4,703
+369
184
$301K 0.16%
17,357
+3,712
185
$301K 0.16%
5,796
+196
186
$295K 0.15%
1,695
-14
187
$295K 0.15%
7,966
+388
188
$286K 0.15%
+5,428
189
$286K 0.15%
6,505
+733
190
$285K 0.15%
6,634
-1,269
191
$284K 0.15%
2,422
-325
192
$283K 0.15%
2,572
-120
193
$283K 0.15%
9,250
-19,028
194
$282K 0.15%
+2,125
195
$281K 0.14%
2,168
-206
196
$277K 0.14%
12,302
-44,291
197
$276K 0.14%
+7,019
198
$275K 0.14%
3,448
+779
199
$275K 0.14%
+7,446
200
$271K 0.14%
2,576
+560
6 7
8
9 10