KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.31B
AUM
$5.31B
AUM Growth
+$174M
Cap. Flow
+$388M
Cap. Flow %
7.32%
Top 10 Hldgs %
22.97%
Holding
1,204
New
106
Increased
454
Reduced
478
Closed
118

Top Buys

1
$110M
2
$38M
3
$36.5M
4
$36.4M
5
$34.4M

Top Sells

1
$47.9M
2
$31.3M
3
$30.8M
4
$29.2M
5
$26.9M

Sector Composition

1Technology12.02%
2Consumer Discretionary5.58%
3Financials5.17%
4Healthcare4.8%
5Communication Services3.94%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.91M0.05%59,665
+25,808
+76%
+$1.26M
$2.91M0.05%17,184 New
+$2.91M
$2.91M0.05%70,746 New
+$2.91M
$2.89M0.05%31,582 New
+$2.89M
$2.88M0.05%76,914
+5,127
+7%
+$192K
$2.86M0.05%4,210
-187
-4%
-$127K
$2.86M0.05%20,445
+723
+4%
+$101K
$2.85M0.05%60,004
+9,559
+19%
+$455K
$2.85M0.05%11,081
+22
+0.2%
+$5.66K
$2.85M0.05%23,665 New
+$2.85M
$2.85M0.05%12,296
+149
+1%
+$34.5K
$2.82M0.05%8,004
-646
-7%
-$228K
$2.82M0.05%21,596 New
+$2.82M
$2.81M0.05%30,965 New
+$2.81M
$2.81M0.05%74,547
-3,930
-5%
-$148K
$2.81M0.05%21,325 New
+$2.81M
$2.79M0.05%49,211
-21,142
-30%
-$1.2M
$2.77M0.05%16,717
-1,248
-7%
-$207K
$2.75M0.05%169,159 New
+$2.75M
$2.73M0.05%60,420
-34,101
-36%
-$1.54M
$2.72M0.05%22,986
+9,285
+68%
+$1.1M
$2.71M0.05%5,825
+209
+4%
+$97.3K
$2.69M0.05%37,735 ––
$2.68M0.05%50,804
-27,235
-35%
-$1.44M
$2.68M0.05%9,816
+290
+3%
+$79K
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