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
$241K﹤0.01% 10,925
+466
+4%
+$10.3K
$241K﹤0.01% 6,267
-39
-0.6%
-$1.5K
$240K﹤0.01% 7,122
+251
+4%
+$8.45K
$240K﹤0.01% 175,095
+39,850
+29%
+$54.6K
$240K﹤0.01%
+8,711
 New
+$240K
$238K﹤0.01%
+1,396
 New
+$238K
$237K﹤0.01% 2,425
-191
-7%
-$18.7K
$236K﹤0.01% 7,675
-508
-6%
-$15.6K
$235K﹤0.01% 7,715
+44
+0.6%
+$1.34K
$233K﹤0.01% 8,747
+989
+13%
+$26.3K
$232K﹤0.01% 10,667
-882
-8%
-$19.2K
$232K﹤0.01% 4,925
-9,012
-65%
-$424K
$231K﹤0.01% 8,356
+1,991
+31%
+$55.1K
$229K﹤0.01% 1,562
-6
-0.4%
-$880
$228K﹤0.01% 12,000
+222
+2%
+$4.22K
$228K﹤0.01%
+15,784
 New
+$228K
$227K﹤0.01% 7,423
+241
+3%
+$7.38K
$227K﹤0.01% 2,493
-416
-14%
-$37.9K
$226K﹤0.01% 4,901
-4
-0.1%
-$185
$226K﹤0.01% 9,568
-110
-1%
-$2.59K
$224K﹤0.01% 1,942
-311
-14%
-$36K
$224K﹤0.01% 9,776
+916
+10%
+$21K
$224K﹤0.01% 26,750
-7,858
-23%
-$65.8K
$223K﹤0.01% 11,456
-7,975
-41%
-$156K
$223K﹤0.01% 5,709
+3
+0.1%
+$117
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