KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.55B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$13.4M
3
+$12.3M
4
NFLX icon
Netflix
NFLX
+$11.4M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$6.55M

Top Sells

1
+$26.9M
2
+$16.8M
3
+$10.3M
4
DHR icon
Danaher
DHR
+$9.09M
5
COR icon
Cencora
COR
+$4.18M

Sector Composition

1 Technology 15.6%
2 Consumer Discretionary 6.75%
3 Financials 5.78%
4 Healthcare 5.72%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.29M 0.09%
30,469
-2,974
227
$2.29M 0.09%
7,408
+280
228
$2.26M 0.09%
17,164
-4,987
229
$2.25M 0.09%
63,697
-3,077
230
$2.23M 0.09%
48,444
+3
231
$2.22M 0.09%
8,862
-1,502
232
$2.22M 0.09%
29,336
-3,880
233
$2.21M 0.09%
70,544
+58,889
234
$2.18M 0.09%
49,315
+6,287
235
$2.17M 0.09%
77,821
-2,136
236
$2.16M 0.08%
80,437
+5,726
237
$2.15M 0.08%
13,652
-1,601
238
$2.15M 0.08%
142,029
+32,648
239
$2.15M 0.08%
30,338
+4,560
240
$2.14M 0.08%
16,786
-5,618
241
$2.14M 0.08%
+30,113
242
$2.13M 0.08%
109,796
-1,823
243
$2.12M 0.08%
42,055
+29,497
244
$2.11M 0.08%
47,779
+1,125
245
$2.1M 0.08%
104,227
+32,969
246
$2.09M 0.08%
39,210
+1,401
247
$2.07M 0.08%
19,935
-15,748
248
$2.05M 0.08%
20,890
-1,019
249
$2.04M 0.08%
14,751
-246
250
$2.02M 0.08%
16,001
-2,818
8 9
10
11 12