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 | |
|---|---|---|---|---|---|---|---|
| $363K | 0.01% | 13,000 | – | – | |||
| $362K | 0.01% | 9,023 -99 | -1% | -$3.97K | |||
| $361K | 0.01% | 24,700 | New | +$361K | |||
| $361K | 0.01% | 32,236 | New | +$361K | |||
| $360K | 0.01% | 2,821 -162 | -5% | -$20.7K | |||
| $360K | 0.01% | 1,418 +4 | +0.3% | +$1.02K | |||
| $359K | 0.01% | 11,029 -269 | -2% | -$8.75K | |||
| $358K | 0.01% | 1,111 +480 | +76% | +$155K | |||
| $358K | 0.01% | 10,781 -2,648 | -20% | -$87.9K | |||
| $358K | 0.01% | 9,509 | New | +$358K | |||
| $357K | 0.01% | 9,391 | New | +$357K | |||
| $356K | 0.01% | 28,250 | New | +$356K | |||
| $349K | 0.01% | 30,924 | New | +$349K | |||
| $348K | 0.01% | 9,073 -3,772 | -29% | -$145K | |||
| $347K | 0.01% | 2,036 +67 | +3% | +$11.4K | |||
| $346K | 0.01% | 2,414 -1,443 | -37% | -$207K | |||
| $345K | 0.01% | 4,194 +2 | +0.1% | +$165 | |||
| $340K | 0.01% | 1,900 +40 | +2% | +$7.15K | |||
| $338K | 0.01% | 1,039 +276 | +36% | +$89.8K | |||
| $337K | 0.01% | 9,323 +529 | +6% | +$19.1K | |||
| $337K | 0.01% | 6,422 +1,088 | +20% | +$57K | |||
| $337K | 0.01% | 5,208 -327 | -6% | -$21.1K | |||
| $335K | 0.01% | 100,060 | – | – | |||
| $334K | 0.01% | 2,474 -21 | -0.8% | -$2.83K | |||
| $334K | 0.01% | 14,346 | New | +$334K |
