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 | |
|---|---|---|---|---|---|---|---|
| $394K | 0.01% | 5,035 -7,751 | -61% | -$607K | |||
| $394K | 0.01% | 4,838 -136 | -3% | -$11.1K | |||
| $390K | 0.01% | 6,500 | – | – | |||
| $390K | 0.01% | 1,726 | – | – | |||
| $390K | 0.01% | 622 -2,317 | -79% | -$1.45M | |||
| $388K | 0.01% | 7,789 | New | +$388K | |||
| $383K | 0.01% | 3,929 -101 | -3% | -$9.83K | |||
| $382K | 0.01% | 3,771 -3,350 | -47% | -$339K | |||
| $381K | 0.01% | 5,500 -343 | -6% | -$23.8K | |||
| $379K | 0.01% | 3,779 -201 | -5% | -$20.2K | |||
| $379K | 0.01% | 6,146 -4 | -0.1% | -$247 | |||
| $379K | 0.01% | 25,267 +31 | +0.1% | +$465 | |||
| $376K | 0.01% | 3,861 -39 | -1% | -$3.8K | |||
| $376K | 0.01% | 1,255 +165 | +15% | +$49.4K | |||
| $375K | 0.01% | 5,404 +461 | +9% | +$32K | |||
| $373K | 0.01% | 5,299 +1,716 | +48% | +$121K | |||
| $373K | 0.01% | 1,068 +1 | +0.1% | +$349 | |||
| $372K | 0.01% | 2,718 -726 | -21% | -$99.4K | |||
| $371K | 0.01% | 13,871 +1,869 | +16% | +$50K | |||
| $369K | 0.01% | 2,141 +115 | +6% | +$19.8K | |||
| $368K | 0.01% | 2,494 -167 | -6% | -$24.7K | |||
| $366K | 0.01% | 12,182 -8,879 | -42% | -$267K | |||
| $366K | 0.01% | 15,271 | New | +$366K | |||
| $366K | 0.01% | 9,415 +616 | +7% | +$23.9K | |||
| $364K | 0.01% | 12,002 | New | +$364K |
