KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.31B
AUM
$5.31B
AUM Growth
+$174M
Cap. Flow
+$388M
Cap. Flow %
7.32%
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

1Technology12.02%
2Consumer Discretionary5.58%
3Financials5.17%
4Healthcare4.8%
5Communication Services3.94%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$10.9M0.21%66,788
-4,195
-6%
-$686K
$10.9M0.2%68,040
+7,933
+13%
+$1.27M
$10.8M0.2%81,664
+1,569
+2%
+$208K
$10.8M0.2%435,864
+281,463
+182%
+$6.97M
$10.7M0.2%21,535
+1,238
+6%
+$616K
$10.7M0.2%24,532
+1,031
+4%
+$448K
$10.5M0.2%58,654
+2,844
+5%
+$510K
$10.5M0.2%20,634
-102
-0.5%
-$51.8K
$10.3M0.19%145,330
-81,332
-36%
-$5.77M
$10.3M0.19%47,292
-123,617
-72%
-$26.9M
$10.1M0.19%120,881
-49,366
-29%
-$4.12M
$10.1M0.19%85,202
+5,089
+6%
+$603K
$10.1M0.19%199,661
-63,770
-24%
-$3.21M
$9.85M0.19%29,137
-4,023
-12%
-$1.36M
$9.75M0.18%107,162
+7,375
+7%
+$671K
$9.74M0.18%198,207
-30,409
-13%
-$1.49M
$9.74M0.18%63,139
-749
-1%
-$116K
$9.69M0.18%226,481
-1,157
-0.5%
-$49.5K
$9.68M0.18%363,101
+22,188
+7%
+$592K
$9.62M0.18%80,710
-1,042
-1%
-$124K
$9.34M0.18%160,325
-22,494
-12%
-$1.31M
$9.25M0.17%96,646
-6,378
-6%
-$610K
$9.21M0.17%149,148
+2,463
+2%
+$152K
$9.21M0.17%29,813
+597
+2%
+$184K
$9.18M0.17%120,131 New
+$9.18M
1 3456749