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 | |
|---|---|---|---|---|---|---|---|
| $461K | 0.01% | 5,303 +436 | +9% | +$37.9K | |||
| $458K | 0.01% | 5,701 -78 | -1% | -$6.26K | |||
| $455K | 0.01% | 5,727 -151 | -3% | -$12K | |||
| $454K | 0.01% | 9,569 +3,684 | +63% | +$175K | |||
| $454K | 0.01% | 12,316 +439 | +4% | +$16.2K | |||
| $454K | 0.01% | 4,238 -2,180 | -34% | -$233K | |||
| $454K | 0.01% | 35,743 +1,060 | +3% | +$13.5K | |||
| $453K | 0.01% | 10,945 -2,343 | -18% | -$96.9K | |||
| $453K | 0.01% | 5,261 -381 | -7% | -$32.8K | |||
| $452K | 0.01% | 30,849 +125 | +0.4% | +$1.83K | |||
| $452K | 0.01% | 12,224 +537 | +5% | +$19.9K | |||
| $450K | 0.01% | 14,661 | New | +$450K | |||
| $450K | 0.01% | 7,540 +50 | +0.7% | +$2.98K | |||
| $448K | 0.01% | 1,966 +75 | +4% | +$17.1K | |||
| $446K | 0.01% | 4,369 -2 | -0.1% | -$204 | |||
| $445K | 0.01% | 5,571 -1,910 | -26% | -$153K | |||
| $443K | 0.01% | 12,471 +1,317 | +12% | +$46.8K | |||
| $442K | 0.01% | 4,845 | – | – | |||
| $441K | 0.01% | 12,752 -544 | -4% | -$18.8K | |||
| $438K | 0.01% | 13,226 | – | – | |||
| $437K | 0.01% | 13,904 +7,339 | +112% | +$231K | |||
| $437K | 0.01% | 17,728 +1,860 | +12% | +$45.8K | |||
| $436K | 0.01% | 5,410 +514 | +11% | +$41.5K | |||
| $436K | 0.01% | 3,818 +75 | +2% | +$8.56K | |||
| $433K | 0.01% | 7,333 -281 | -4% | -$16.6K |
