KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.31B
This Quarter Return
-1.43%
1 Year Return
+8.06%
3 Year Return
+28.6%
5 Year Return
+121.83%
10 Year Return
–
AUM
$5.31B
AUM Growth
+$174M
Cap. Flow
+$265M
Cap. Flow %
4.99%
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

1Technology12.01%
2Consumer Discretionary5.58%
3Financials5.17%
4Healthcare4.8%
5Communication Services3.95%
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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