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
$8.02M0.15%363,772
+2,313
+0.6%
+$51K
$7.96M0.15%136,340
-8,627
-6%
-$503K
$7.81M0.15%115,151
+339
+0.3%
+$23K
$7.8M0.15%76,135
-11,082
-13%
-$1.14M
$7.69M0.14%27,994
+2,028
+8%
+$557K
$7.61M0.14%362,440 New
+$7.61M
$7.56M0.14%258,654
-3,642
-1%
-$106K
$7.53M0.14%28,349
+4,689
+20%
+$1.25M
$7.51M0.14%83,794
+3,285
+4%
+$294K
$7.41M0.14%35,052
+12,007
+52%
+$2.54M
$7.37M0.14%179,664
-25,821
-13%
-$1.06M
$7.37M0.14%20,406
+278
+1%
+$100K
$7.35M0.14%260,055
+1,976
+0.8%
+$55.9K
$7.19M0.14%109,382
-2,427
-2%
-$160K
$7.14M0.13%237,305
-16,449
-6%
-$495K
$7.06M0.13%194,002
+16,663
+9%
+$607K
$6.92M0.13%76,422
-34,482
-31%
-$3.12M
$6.89M0.13%133,093
+29,280
+28%
+$1.52M
$6.81M0.13%288,574
-4,590
-2%
-$108K
$6.68M0.13%53,987
+22,606
+72%
+$2.8M
$6.67M0.13%131,810
+8,146
+7%
+$412K
$6.59M0.12%197,184
+189,914
+2,612%
+$6.34M
$6.51M0.12%321,343
-49,434
-13%
-$1M
$6.51M0.12%24,191
+1,379
+6%
+$371K
$6.48M0.12%4,685
-81
-2%
-$112K
1 5678949