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 | |
|---|---|---|---|---|---|---|---|
| $241K | 0% | 10,925 +466 | +4% | +$10.3K | |||
| $241K | 0% | 6,267 -39 | -0.6% | -$1.5K | |||
| $240K | 0% | 7,122 +251 | +4% | +$8.45K | |||
| $240K | 0% | 175,095 +39,850 | +29% | +$54.6K | |||
| $240K | 0% | 8,711 | New | +$240K | |||
| $238K | 0% | 1,396 | New | +$238K | |||
| $237K | 0% | 2,425 -191 | -7% | -$18.7K | |||
| $236K | 0% | 7,675 -508 | -6% | -$15.6K | |||
| $235K | 0% | 7,715 +44 | +0.6% | +$1.34K | |||
| $233K | 0% | 8,747 +989 | +13% | +$26.3K | |||
| $232K | 0% | 10,667 -882 | -8% | -$19.2K | |||
| $232K | 0% | 4,925 -9,012 | -65% | -$424K | |||
| $231K | 0% | 8,356 +1,991 | +31% | +$55.1K | |||
| $229K | 0% | 1,562 -6 | -0.4% | -$880 | |||
| $228K | 0% | 12,000 +222 | +2% | +$4.22K | |||
| $228K | 0% | 15,784 | New | +$228K | |||
| $227K | 0% | 7,423 +241 | +3% | +$7.38K | |||
| $227K | 0% | 2,493 -416 | -14% | -$37.9K | |||
| $226K | 0% | 4,901 -4 | -0.1% | -$185 | |||
| $226K | 0% | 9,568 -110 | -1% | -$2.59K | |||
| $224K | 0% | 1,942 -311 | -14% | -$36K | |||
| $224K | 0% | 9,776 +916 | +10% | +$21K | |||
| $224K | 0% | 26,750 -7,858 | -23% | -$65.8K | |||
| $223K | 0% | 11,456 -7,975 | -41% | -$156K | |||
| $223K | 0% | 5,709 +3 | +0.1% | +$117 |
