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 | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,459 | Closed | – | |||
| $0 | 0% | 0 -11,331 | Closed | – | |||
| $0 | 0% | 0 -33,656 | Closed | – | |||
| $0 | 0% | 0 -57,939 | Closed | – | |||
| $0 | 0% | 0 -107,937 | Closed | – | |||
| $0 | 0% | 0 -83,420 | Closed | – | |||
| $0 | 0% | 0 -1,008 | Closed | – | |||
| $0 | 0% | 0 -11,753 | Closed | – | |||
| $0 | 0% | 0 -2,310 | Closed | – | |||
| $0 | 0% | 0 -3,288 | Closed | – | |||
| $0 | 0% | 0 -1,336 | Closed | – | |||
| $0 | 0% | 0 -65,451 | Closed | – | |||
| $0 | 0% | 0 -62,679 | Closed | – | |||
| $0 | 0% | 0 -15,884 | Closed | – | |||
| $0 | 0% | 0 -7,362 | Closed | – | |||
| $0 | 0% | 0 -2,301 | Closed | – | |||
| $0 | 0% | 0 -34,689 | Closed | – | |||
| $0 | 0% | 0 -37,064 | Closed | – | |||
| $0 | 0% | 0 -96,992 | Closed | – | |||
| $0 | 0% | 0 -10,837 | Closed | – | |||
| $0 | 0% | 0 -741 | Closed | – | |||
| $0 | 0% | 0 -21,099 | Closed | – | |||
| $0 | 0% | 0 -17,580 | Closed | – | |||
| $0 | 0% | 0 -62,069 | Closed | – | |||
| $0 | 0% | 0 -311,976 | Closed | – |
