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
$648K0.01% 6,139
+1,275
+26%
+$135K
$648K0.01% 2,659
-602
-18%
-$147K
$648K0.01% 13,124
-835
-6%
-$41.2K
$644K0.01% 4,169
+3
+0.1%
+$464
$641K0.01% 18,358
-9,418
-34%
-$329K
$641K0.01% 5,153
-72
-1%
-$8.96K
$637K0.01% 2,505
-2,317
-48%
-$589K
$633K0.01% 28,116
+6,175
+28%
+$139K
$623K0.01% 12,834
-1,166
-8%
-$56.6K
$622K0.01% 2,197
+52
+2%
+$14.7K
$620K0.01% 88,006
+696
+0.8%
+$4.91K
$620K0.01% 32,907
+3,970
+14%
+$74.8K
$620K0.01% 12,342
-68,180
-85%
-$3.42M
$615K0.01% 20,176
+2,216
+12%
+$67.5K
$614K0.01% 4,456
+2,195
+97%
+$302K
$613K0.01% 4,290
-1,751
-29%
-$250K
$611K0.01% 32,958
+343
+1%
+$6.36K
$610K0.01% 17,051
-1,000
-6%
-$35.8K
$610K0.01% 29,981
+154
+0.5%
+$3.13K
$607K0.01% 3,411
-10
-0.3%
-$1.78K
$603K0.01% 23,619
-17
-0.1%
-$434
$599K0.01% 4,911
+25
+0.5%
+$3.05K
$597K0.01% 3,009
+500
+20%
+$99.2K
$596K0.01% 5,416
-605
-10%
-$66.6K
$596K0.01% 5,115
-255
-5%
-$29.7K
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