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
$1.66M0.03%31,312
+2,321
+8%
+$123K
$1.66M0.03%58,158
-700
-1%
-$20K
$1.66M0.03%13,693
-1,454
-10%
-$176K
$1.66M0.03%58,270
+2,584
+5%
+$73.5K
$1.65M0.03%5,810
-38
-0.7%
-$10.8K
$1.64M0.03%17,781
+5,017
+39%
+$464K
$1.64M0.03%9,605
-50,802
-84%
-$8.69M
$1.64M0.03%14,462
+494
+4%
+$55.9K
$1.63M0.03%69,598
+11,907
+21%
+$279K
$1.61M0.03%32,555 New
+$1.61M
$1.58M0.03%5,843
-343
-6%
-$92.9K
$1.58M0.03%37,217
+397
+1%
+$16.9K
$1.57M0.03%3,735
+167
+5%
+$70.1K
$1.56M0.03%21,327
+5,002
+31%
+$367K
$1.55M0.03%39,434
-666
-2%
-$26.2K
$1.55M0.03%5,130
-1,011
-16%
-$305K
$1.55M0.03%17,232
-1,494
-8%
-$134K
$1.54M0.03%13,560
+5,771
+74%
+$657K
$1.52M0.03%9,204
-782
-8%
-$129K
$1.51M0.03%51,371
-3,796
-7%
-$112K
$1.5M0.03%8,063
-581
-7%
-$108K
$1.5M0.03%223,081
+86,673
+64%
+$583K
$1.5M0.03%19,552
-1,299
-6%
-$99.5K
$1.49M0.03%69,233
-9,516
-12%
-$205K
$1.48M0.03%18,907
+5,627
+42%
+$440K
1 161718192049