KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
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
1
$7.79M 4.01%
84,018
+24,559
2
$3.6M 1.85%
65,809
+7,102
3
$3.4M 1.75%
94,392
-3,188
4
$3.38M 1.74%
13,966
+1,074
5
$3.25M 1.67%
47,638
+6,119
6
$2.93M 1.51%
+20,609
7
$2.83M 1.46%
+36,713
8
$2.81M 1.45%
23,349
+339
9
$2.8M 1.44%
51,992
+4,819
10
$2.68M 1.38%
141,049
+24,194
11
$2.58M 1.33%
102,374
+34,294
12
$2.46M 1.27%
50,860
+8,700
13
$2.46M 1.26%
26,880
+524
14
$2.42M 1.25%
67,268
+25,116
15
$2.33M 1.2%
81,637
-13,857
16
$2.13M 1.1%
15,459
+5,690
17
$2.08M 1.07%
89,955
+35,638
18
$2.01M 1.04%
25,716
-2,247
19
$2M 1.03%
252,864
+87,184
20
$1.92M 0.99%
11,354
+1,627
21
$1.89M 0.97%
17,260
+6,586
22
$1.87M 0.96%
194,202
-120,606
23
$1.86M 0.96%
+53,678
24
$1.84M 0.95%
47,901
+11,883
25
$1.83M 0.94%
8,262
+3,183
1
2 3 4 5