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
$210K﹤0.01% 14,473
-337
-2%
-$4.88K
$209K﹤0.01% 3,199
-132
-4%
-$8.64K
$209K﹤0.01% 5,971
-111
-2%
-$3.88K
$208K﹤0.01% 4,601
-623
-12%
-$28.2K
$207K﹤0.01% 19,685
-33,320
-63%
-$350K
$206K﹤0.01%
+1,832
 New
+$206K
$206K﹤0.01% 8,943––
$206K﹤0.01%
+4,893
 New
+$206K
$205K﹤0.01% 9,720
+57
+0.6%
+$1.2K
$204K﹤0.01%
+7,316
 New
+$204K
$203K﹤0.01% 2,600
-31
-1%
-$2.42K
$202K﹤0.01% 11,143
+4
+0%
+$72
$201K﹤0.01% 1,886
-887
-32%
-$94.7K
$201K﹤0.01% 177,961
-3,855
-2%
-$4.36K
$200K﹤0.01%
+1,982
 New
+$200K
$200K﹤0.01%
+4,442
 New
+$200K
$199K﹤0.01% 10,000––
$186K﹤0.01% 24,449
+14,427
+144%
+$110K
$185K﹤0.01% 13,563
+518
+4%
+$7.06K
$182K﹤0.01% 14,637
+354
+2%
+$4.41K
$181K﹤0.01% 16,892
+1,800
+12%
+$19.3K
$170K﹤0.01% 16,592––
$162K﹤0.01% 19,646
-1,000
-5%
-$8.25K
$159K﹤0.01%
+10,966
 New
+$159K
$151K﹤0.01% 18,512
-18,250
-50%
-$149K
1 404142434449