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
$2.63M0.05%104,293 New
+$2.63M
$2.63M0.05%26,793
-2,029
-7%
-$199K
$2.61M0.05%143,313
-41,566
-22%
-$757K
$2.59M0.05%35,116
+3,710
+12%
+$273K
$2.59M0.05%56,436 New
+$2.59M
$2.58M0.05%61,182
-20,863
-25%
-$881K
$2.56M0.05%27,606
-416
-1%
-$38.6K
$2.55M0.05%125,879
+140
+0.1%
+$2.84K
$2.55M0.05%33,708 New
+$2.55M
$2.54M0.05%30,595 New
+$2.54M
$2.53M0.05%24,731
+2,612
+12%
+$267K
$2.52M0.05%40,074
-54,971
-58%
-$3.46M
$2.52M0.05%48,118
+17,637
+58%
+$924K
$2.52M0.05%16,943
+593
+4%
+$88.2K
$2.52M0.05%5,365
-142
-3%
-$66.6K
$2.51M0.05%142,652
+10,630
+8%
+$187K
$2.49M0.05%12,201 New
+$2.49M
$2.48M0.05%29,171
-3,732
-11%
-$317K
$2.47M0.05%26,407
-136
-0.5%
-$12.7K
$2.46M0.05%346,281
+94,217
+37%
+$670K
$2.46M0.05%8,064
+562
+7%
+$172K
$2.45M0.05%30,030
-277
-0.9%
-$22.6K
$2.44M0.05%27,829 New
+$2.44M
$2.44M0.05%34,035 New
+$2.44M
$2.43M0.05%22,244
+181
+0.8%
+$19.8K
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