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
$1.19M0.02% 4,476
-100
-2%
-$26.7K
$1.19M0.02% 11,916
-5,588
-32%
-$560K
$1.19M0.02% 15,094
+2,627
+21%
+$207K
$1.19M0.02% 54,259
-8,101
-13%
-$177K
$1.18M0.02% 35,534
+4,772
+16%
+$159K
$1.17M0.02% 31,475
-254
-0.8%
-$9.47K
$1.17M0.02% 19,685
-5,877
-23%
-$349K
$1.16M0.02% 9,900
+6,422
+185%
+$754K
$1.16M0.02% 26,598
-961
-3%
-$41.9K
$1.16M0.02% 11,586
-74
-0.6%
-$7.4K
$1.16M0.02% 28,575
-2,477
-8%
-$100K
$1.14M0.02% 113,962
+11,942
+12%
+$120K
$1.14M0.02% 34,638
+1,475
+4%
+$48.7K
$1.13M0.02% 19,485
-23,146
-54%
-$1.35M
$1.13M0.02% 13,153
-775
-6%
-$66.6K
$1.13M0.02% 33,040
-90
-0.3%
-$3.07K
$1.12M0.02% 10,072
-1,523
-13%
-$169K
$1.12M0.02% 11,256
-274
-2%
-$27.2K
$1.12M0.02% 22,106
+15,200
+220%
+$768K
$1.12M0.02% 16,612
-530
-3%
-$35.6K
$1.11M0.02%
+112,707
 New
+$1.11M
$1.11M0.02% 13,589
-1,887
-12%
-$154K
$1.11M0.02% 8,362
+3,048
+57%
+$403K
$1.1M0.02% 5,296
-72
-1%
-$14.9K
$1.07M0.02% 16,945
+1,290
+8%
+$81.8K
1 192021222349