KWM
Kingsview Wealth Management Portfolio holdings
AUM $5.31B
AUM
$5.31B
AUM Growth
+$174M (+3%)
Cap. Flow
+$388M
Cap. Flow % of AUM
7.32%
Top 10 Holdings %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
| 1 | Technology | 12.02% |
| 2 | Consumer Discretionary | 5.58% |
| 3 | Financials | 5.17% |
| 4 | Healthcare | 4.8% |
| 5 | Communication Services | 3.94% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $593K | 0.01% | 19,925 +1,882 | +10% | +$56K | |||
| $593K | 0.01% | 5,650 +1,664 | +42% | +$175K | |||
| $590K | 0.01% | 15,227 +271 | +2% | +$10.5K | |||
| $589K | 0.01% | 4,387 +39 | +0.9% | +$5.24K | |||
| $589K | 0.01% | 30,063 +166 | +0.6% | +$3.25K | |||
| $584K | 0.01% | 36,099 | – | – | |||
| $578K | 0.01% | 6,644 -496 | -7% | -$43.1K | |||
| $576K | 0.01% | 908 -94 | -9% | -$59.6K | |||
| $571K | 0.01% | 10,104 -2,582 | -20% | -$146K | |||
| $568K | 0.01% | 11,601 +552 | +5% | +$27K | |||
| $564K | 0.01% | 6,859 | New | +$564K | |||
| $560K | 0.01% | 12,170 -2,437 | -17% | -$112K | |||
| $559K | 0.01% | 12,298 -4 | -0% | -$182 | |||
| $559K | 0.01% | 2,721 -894 | -25% | -$184K | |||
| $557K | 0.01% | 6,341 -17,800 | -74% | -$1.56M | |||
| $556K | 0.01% | 18,607 -2,516 | -12% | -$75.1K | |||
| $555K | 0.01% | 3,625 -36,956 | -91% | -$5.66M | |||
| $554K | 0.01% | 11,157 +817 | +8% | +$40.6K | |||
| $554K | 0.01% | 6,728 -632 | -9% | -$52K | |||
| $553K | 0.01% | 9,529 +65 | +0.7% | +$3.77K | |||
| $551K | 0.01% | 19,455 +3,504 | +22% | +$99.3K | |||
| $550K | 0.01% | 1,593 -52 | -3% | -$18K | |||
| $550K | 0.01% | 9,551 -67 | -0.7% | -$3.86K | |||
| $547K | 0.01% | 11,962 +603 | +5% | +$27.6K | |||
| $545K | 0.01% | 9,963 +525 | +6% | +$28.7K |
