KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.31B
This Quarter Return
-1.43%
1 Year Return
+8.06%
3 Year Return
+28.6%
5 Year Return
+121.83%
10 Year Return
–
AUM
$5.31B
AUM Growth
+$174M
Cap. Flow
+$265M
Cap. Flow %
4.99%
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

1Technology12.01%
2Consumer Discretionary5.58%
3Financials5.17%
4Healthcare4.8%
5Communication Services3.95%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$295K0.01% 11,821––
$295K0.01% 2,857
+12
+0.4%
+$1.24K
$294K0.01% 498
-24
-5%
-$14.2K
$292K0.01%
+1,102
 New
+$292K
$291K0.01% 6,407
-141
-2%
-$6.41K
$291K0.01% 7,569
-6
-0.1%
-$231
$291K0.01% 19,498––
$291K0.01% 1,650
-76
-4%
-$13.4K
$290K0.01% 34,434
+80
+0.2%
+$674
$289K0.01% 2,125
-20
-0.9%
-$2.72K
$288K0.01% 3,981
-55
-1%
-$3.98K
$288K0.01% 2,876
+276
+11%
+$27.6K
$287K0.01%
+11,929
 New
+$287K
$285K0.01% 5,897
-3,643
-38%
-$176K
$285K0.01% 5,229
+725
+16%
+$39.4K
$282K0.01%
+2,602
 New
+$282K
$282K0.01% 6,454
-530
-8%
-$23.2K
$282K0.01%
+6,353
 New
+$282K
$280K0.01% 6,991
+47
+0.7%
+$1.88K
$279K0.01% 10,609
-26
-0.2%
-$684
$279K0.01% 9,765––
$279K0.01% 3,076
-3,000
-49%
-$272K
$278K0.01%
+6,008
 New
+$278K
$278K0.01% 5,453
-1,331
-20%
-$67.8K
$274K0.01% 3,039
+704
+30%
+$63.5K
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