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
$1.19M0.02%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