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 | |
|---|---|---|---|---|---|---|---|
| $333K | 0.01% | 4,231 -714 | -14% | -$56.3K | |||
| $332K | 0.01% | 3,798 -1,274 | -25% | -$111K | |||
| $331K | 0.01% | 47,078 | New | +$331K | |||
| $331K | 0.01% | 6,260 +1,531 | +32% | +$81.1K | |||
| $331K | 0.01% | 1,611 +190 | +13% | +$39K | |||
| $330K | 0.01% | 16,675 +3,333 | +25% | +$66K | |||
| $329K | 0.01% | 5,936 +55 | +0.9% | +$3.05K | |||
| $329K | 0.01% | 5,155 -255 | -5% | -$16.3K | |||
| $328K | 0.01% | 14,095 +487 | +4% | +$11.3K | |||
| $328K | 0.01% | 6,294 -329 | -5% | -$17.1K | |||
| $325K | 0.01% | 6,093 -175 | -3% | -$9.34K | |||
| $325K | 0.01% | 2,718 +945 | +53% | +$113K | |||
| $325K | 0.01% | 1,708 -31 | -2% | -$5.89K | |||
| $324K | 0.01% | 6,051 -75 | -1% | -$4.02K | |||
| $323K | 0.01% | 10,380 -1,410 | -12% | -$43.9K | |||
| $323K | 0.01% | 1,478 +114 | +8% | +$24.9K | |||
| $323K | 0.01% | 12,322 +30 | +0.2% | +$786 | |||
| $322K | 0.01% | 5,057 -21,215 | -81% | -$1.35M | |||
| $321K | 0.01% | 959 -1,380 | -59% | -$462K | |||
| $320K | 0.01% | 7,473 | – | – | |||
| $319K | 0.01% | 5,309 +371 | +8% | +$22.3K | |||
| $318K | 0.01% | 4,930 | New | +$318K | |||
| $317K | 0.01% | 7,546 +87 | +1% | +$3.66K | |||
| $315K | 0.01% | 11,958 -8,479 | -41% | -$223K | |||
| $314K | 0.01% | 7,770 | – | – |
