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 | |
|---|---|---|---|---|---|---|---|
| $295K | 0.01% | 11,821 | – | – | |||
| $295K | 0.01% | 2,857 +12 | +0.4% | +$1.24K | |||
| $294K | 0.01% | 498 -24 | -5% | -$14.2K | |||
| $292K | 0.01% | 1,102 | New | +$292K | |||
| $291K | 0.01% | 6,407 -141 | -2% | -$6.41K | |||
| $291K | 0.01% | 7,569 -6 | -0.1% | -$231 | |||
| $291K | 0.01% | 19,498 | – | – | |||
| $291K | 0.01% | 1,650 -76 | -4% | -$13.4K | |||
| $290K | 0.01% | 34,434 +80 | +0.2% | +$674 | |||
| $289K | 0.01% | 2,125 -20 | -0.9% | -$2.72K | |||
| $288K | 0.01% | 3,981 -55 | -1% | -$3.98K | |||
| $288K | 0.01% | 2,876 +276 | +11% | +$27.6K | |||
| $287K | 0.01% | 11,929 | New | +$287K | |||
| $285K | 0.01% | 5,897 -3,643 | -38% | -$176K | |||
| $285K | 0.01% | 5,229 +725 | +16% | +$39.4K | |||
| $282K | 0.01% | 2,602 | New | +$282K | |||
| $282K | 0.01% | 6,454 -530 | -8% | -$23.2K | |||
| $282K | 0.01% | 6,353 | New | +$282K | |||
| $280K | 0.01% | 6,991 +47 | +0.7% | +$1.88K | |||
| $279K | 0.01% | 10,609 -26 | -0.2% | -$684 | |||
| $279K | 0.01% | 9,765 | – | – | |||
| $279K | 0.01% | 3,076 -3,000 | -49% | -$272K | |||
| $278K | 0.01% | 6,008 | New | +$278K | |||
| $278K | 0.01% | 5,453 -1,331 | -20% | -$67.8K | |||
| $274K | 0.01% | 3,039 +704 | +30% | +$63.5K |
