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
$252K﹤0.01% 9,921
-1,053
-10%
-$26.7K
$251K﹤0.01% 1,243
-87
-7%
-$17.6K
$250K﹤0.01%
+1,652
 New
+$250K
$250K﹤0.01% 4,917
-1,317
-21%
-$66.9K
$249K﹤0.01%
+12,422
 New
+$249K
$249K﹤0.01% 15,568
-839
-5%
-$13.4K
$249K﹤0.01%
+8,191
 New
+$249K
$249K﹤0.01% 2,282
-136
-6%
-$14.8K
$248K﹤0.01%
+7,455
 New
+$248K
$247K﹤0.01% 5,707––
$247K﹤0.01% 1,371
-101
-7%
-$18.2K
$247K﹤0.01% 7,937
+483
+6%
+$15K
$246K﹤0.01%
+5,367
 New
+$246K
$246K﹤0.01%
+10,949
 New
+$246K
$245K﹤0.01%
+185
 New
+$245K
$245K﹤0.01% 2,971
-494
-14%
-$40.7K
$245K﹤0.01% 3,942
+71
+2%
+$4.41K
$244K﹤0.01% 13,523
-342
-2%
-$6.18K
$244K﹤0.01% 5,162
-164,178
-97%
-$7.76M
$243K﹤0.01% 8,336
+743
+10%
+$21.6K
$243K﹤0.01% 5,850
+550
+10%
+$22.8K
$242K﹤0.01% 3,472
+49
+1%
+$3.42K
$242K﹤0.01%
+7,559
 New
+$242K
$241K﹤0.01% 6,049
-525
-8%
-$21K
$241K﹤0.01% 4,718
+156
+3%
+$7.98K
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