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
326
$1.31M 0.05%
22,269
+568
327
$1.3M 0.05%
1,800
+1,146
328
$1.3M 0.05%
+16,469
329
$1.3M 0.05%
26,504
-58,758
330
$1.3M 0.05%
13,005
-12,730
331
$1.3M 0.05%
2,314
-71
332
$1.3M 0.05%
30,804
+551
333
$1.29M 0.05%
88,013
+349
334
$1.29M 0.05%
75,092
+21,543
335
$1.29M 0.05%
28,153
+1,646
336
$1.29M 0.05%
15,496
-69
337
$1.29M 0.05%
36,801
-7,583
338
$1.27M 0.05%
18,751
+5,096
339
$1.26M 0.05%
7,906
+3,354
340
$1.26M 0.05%
24,274
+741
341
$1.25M 0.05%
6,047
-2,002
342
$1.24M 0.05%
6,236
+616
343
$1.24M 0.05%
47,043
-15,839
344
$1.23M 0.05%
+26,356
345
$1.23M 0.05%
31,718
+1,637
346
$1.23M 0.05%
5,358
+503
347
$1.23M 0.05%
29,958
+22,926
348
$1.22M 0.05%
+98,674
349
$1.22M 0.05%
5,506
-5,990
350
$1.22M 0.05%
29,894
+4,181
12 13
14
15 16