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
276
$1.7M 0.07%
25,416
-34,477
277
$1.7M 0.07%
+62,698
278
$1.68M 0.07%
10,265
+5,862
279
$1.68M 0.07%
+21,028
280
$1.67M 0.07%
32,380
+13,756
281
$1.66M 0.07%
15,685
+2,089
282
$1.66M 0.06%
613
-106
283
$1.65M 0.06%
48,494
+1,578
284
$1.65M 0.06%
37,205
-5,590
285
$1.63M 0.06%
75,703
+2,896
286
$1.63M 0.06%
3,667
+2,574
287
$1.63M 0.06%
32,719
-690
288
$1.63M 0.06%
9,446
-141
289
$1.62M 0.06%
7,551
-825
290
$1.61M 0.06%
28,068
-700
291
$1.61M 0.06%
3,363
-56
292
$1.6M 0.06%
7,895
+1,519
293
$1.6M 0.06%
59,502
+15,182
294
$1.59M 0.06%
+20,780
295
$1.58M 0.06%
24,433
-273
296
$1.58M 0.06%
31,378
-9,351
297
$1.57M 0.06%
41,512
-496
298
$1.53M 0.06%
+45,652
299
$1.53M 0.06%
50,125
-8,200
300
$1.52M 0.06%
44,136
+3,930
10 11
12
13 14