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
$2.42M0.05% 4,435
+251
+6%
+$137K
$2.41M0.05% 70,308
+2,282
+3%
+$78.1K
$2.4M0.05%
+7,540
 New
+$2.4M
$2.39M0.04% 9,752
+1,480
+18%
+$362K
$2.38M0.04% 10,712
+299
+3%
+$66.4K
$2.37M0.04% 95,421
-4,572
-5%
-$114K
$2.33M0.04% 30,799
+26,769
+664%
+$2.03M
$2.33M0.04% 29,572
-558
-2%
-$44K
$2.33M0.04% 20,845
-400
-2%
-$44.7K
$2.31M0.04% 2,905
+140
+5%
+$111K
$2.3M0.04% 41,747
+369
+0.9%
+$20.3K
$2.28M0.04% 73,606
+19,562
+36%
+$606K
$2.27M0.04% 8,945
-464
-5%
-$118K
$2.26M0.04% 10,041
+41
+0.4%
+$9.24K
$2.25M0.04% 113,680
-801
-0.7%
-$15.9K
$2.25M0.04% 4,535
+181
+4%
+$89.6K
$2.24M0.04% 32,117
+242
+0.8%
+$16.9K
$2.24M0.04% 30,370
+8,713
+40%
+$643K
$2.22M0.04% 57,042
+45,761
+406%
+$1.78M
$2.21M0.04% 26,659
+1,798
+7%
+$149K
$2.2M0.04% 34,593
+8,652
+33%
+$550K
$2.19M0.04% 70,966
-1,753
-2%
-$54.1K
$2.17M0.04% 43,818
+10,851
+33%
+$538K
$2.17M0.04% 36,794
+546
+2%
+$32.2K
$2.17M0.04% 9,144
+66
+0.7%
+$15.6K
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