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
201
$269K 0.14%
4,519
202
$265K 0.14%
+3,779
203
$256K 0.13%
70,800
+28,040
204
$256K 0.13%
+3,327
205
$256K 0.13%
6,366
-929
206
$255K 0.13%
36,845
+22,335
207
$255K 0.13%
4,318
+480
208
$255K 0.13%
+1,376
209
$254K 0.13%
3,986
-447
210
$252K 0.13%
+5,732
211
$248K 0.13%
4,948
+152
212
$246K 0.13%
+4,125
213
$241K 0.12%
5,401
+650
214
$239K 0.12%
+6,162
215
$239K 0.12%
7,082
+140
216
$235K 0.12%
3,548
217
$233K 0.12%
+6,676
218
$233K 0.12%
+4,782
219
$232K 0.12%
3,274
-1,681
220
$231K 0.12%
+3,992
221
$230K 0.12%
5,903
-6,872
222
$229K 0.12%
5,532
+89
223
$226K 0.12%
3,473
224
$224K 0.12%
+6,540
225
$223K 0.11%
+2,522
7 8
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