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
$1.87M0.04% 10,853
+35
+0.3%
+$6.04K
$1.87M0.04% 25,742
-55
-0.2%
-$3.99K
$1.86M0.04% 52,204
-1,162
-2%
-$41.4K
$1.85M0.03% 25,413
+1,138
+5%
+$82.9K
$1.85M0.03% 27,301
-157,333
-85%
-$10.7M
$1.84M0.03% 7,952
-408
-5%
-$94.5K
$1.84M0.03% 30,825
-4,784
-13%
-$286K
$1.84M0.03% 73,112
+10,044
+16%
+$253K
$1.8M0.03% 20,782
-3,506
-14%
-$303K
$1.79M0.03% 80,691
+1,604
+2%
+$35.5K
$1.79M0.03% 11,360
+160
+1%
+$25.2K
$1.76M0.03% 33,365
+2,566
+8%
+$135K
$1.76M0.03% 34,562
+7,983
+30%
+$406K
$1.75M0.03% 46,742
+15,712
+51%
+$588K
$1.74M0.03% 12,241
-2,126
-15%
-$302K
$1.74M0.03% 82,967
+30,539
+58%
+$640K
$1.74M0.03% 24,146
+3,968
+20%
+$286K
$1.73M0.03% 64,336
-2,816
-4%
-$75.7K
$1.71M0.03% 13,478
-664
-5%
-$84.4K
$1.68M0.03% 9,353
+1,065
+13%
+$191K
$1.67M0.03% 43,754
-1,088
-2%
-$41.6K
$1.67M0.03% 33,087
-3,047
-8%
-$154K
$1.66M0.03% 31,772
+2,203
+7%
+$115K
$1.66M0.03% 22,603
-255
-1%
-$18.8K
$1.66M0.03% 83,984
-1,100
-1%
-$21.8K
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