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 | |
|---|---|---|---|---|---|---|---|
| $311K | 0.01% | 15,751 +1,612 | +11% | +$31.9K | |||
| $311K | 0.01% | 11,089 -4,505 | -29% | -$126K | |||
| $311K | 0.01% | 5,660 | – | – | |||
| $310K | 0.01% | 722 +159 | +28% | +$68.2K | |||
| $308K | 0.01% | 3,656 -148 | -4% | -$12.5K | |||
| $308K | 0.01% | 6,496 -200 | -3% | -$9.5K | |||
| $307K | 0.01% | 12,821 -632 | -5% | -$15.2K | |||
| $307K | 0.01% | 10,965 +1,496 | +16% | +$41.8K | |||
| $304K | 0.01% | 7,213 | – | – | |||
| $304K | 0.01% | 12,690 +233 | +2% | +$5.58K | |||
| $303K | 0.01% | 3,114 +15 | +0.5% | +$1.46K | |||
| $303K | 0.01% | 6,006 -592 | -9% | -$29.9K | |||
| $303K | 0.01% | 371 -13 | -3% | -$10.6K | |||
| $302K | 0.01% | 11,480 -3,751 | -25% | -$98.7K | |||
| $301K | 0.01% | 5,049 | – | – | |||
| $299K | 0.01% | 5,321 -363 | -6% | -$20.4K | |||
| $298K | 0.01% | 55,874 +360 | +0.7% | +$1.92K | |||
| $298K | 0.01% | 5,827 -881 | -13% | -$45K | |||
| $298K | 0.01% | 10,803 +494 | +5% | +$13.6K | |||
| $297K | 0.01% | 3,236 -140 | -4% | -$12.9K | |||
| $296K | 0.01% | 1,718 -212 | -11% | -$36.5K | |||
| $295K | 0.01% | 6,259 +102 | +2% | +$4.82K | |||
| $295K | 0.01% | 5,895 -4,752 | -45% | -$238K | |||
| $295K | 0.01% | 19,605 | – | – | |||
| $295K | 0.01% | 1,769 | – | – |
