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
251
$2M 0.08%
28,538
+5,398
252
$1.94M 0.08%
+33,387
253
$1.93M 0.08%
4,758
-1,316
254
$1.92M 0.08%
+19,922
255
$1.91M 0.07%
8,409
-108
256
$1.87M 0.07%
24,692
-965
257
$1.86M 0.07%
7,461
-86
258
$1.85M 0.07%
70,512
-4,668
259
$1.85M 0.07%
15,845
+499
260
$1.84M 0.07%
24,373
+21,038
261
$1.83M 0.07%
4,798
+231
262
$1.83M 0.07%
19,026
+482
263
$1.79M 0.07%
8,128
+884
264
$1.78M 0.07%
19,159
+148
265
$1.77M 0.07%
21,784
-10,710
266
$1.76M 0.07%
4,381
-435
267
$1.76M 0.07%
7,131
-49
268
$1.75M 0.07%
43,721
+3,407
269
$1.75M 0.07%
36,135
+20,016
270
$1.75M 0.07%
3,713
+141
271
$1.74M 0.07%
64,618
+2,506
272
$1.72M 0.07%
21,738
+324
273
$1.71M 0.07%
9,883
+34
274
$1.71M 0.07%
36,380
+2,818
275
$1.71M 0.07%
+7,281
9 10
11
12 13