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
301
$1.5M 0.06%
10,231
+650
302
$1.5M 0.06%
68,070
+17,913
303
$1.48M 0.06%
14,688
+7,736
304
$1.47M 0.06%
29,089
-8,487
305
$1.47M 0.06%
3,294
+567
306
$1.47M 0.06%
23,405
+859
307
$1.46M 0.06%
+50,935
308
$1.45M 0.06%
10,000
309
$1.45M 0.06%
63,670
-1,100
310
$1.44M 0.06%
42,799
+2,959
311
$1.44M 0.06%
36,704
+1,592
312
$1.43M 0.06%
8,637
+453
313
$1.42M 0.06%
+61,840
314
$1.42M 0.06%
19,155
+2,498
315
$1.42M 0.06%
+60,144
316
$1.41M 0.06%
10,149
-18
317
$1.4M 0.05%
52,749
-4,653
318
$1.38M 0.05%
14,278
+5,513
319
$1.38M 0.05%
7,047
+458
320
$1.37M 0.05%
12,156
+230
321
$1.35M 0.05%
14,239
-588
322
$1.35M 0.05%
13,938
+261
323
$1.34M 0.05%
18,322
+434
324
$1.32M 0.05%
42,543
-9,022
325
$1.31M 0.05%
17,469
+93
11 12
13
14 15