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
351
$1.21M 0.05%
+142,270
352
$1.21M 0.05%
42,689
-111
353
$1.2M 0.05%
3,508
+2,556
354
$1.2M 0.05%
35,201
-6,912
355
$1.19M 0.05%
+24,402
356
$1.19M 0.05%
27,784
+1,537
357
$1.18M 0.05%
23,350
+6,187
358
$1.18M 0.05%
84,113
+21,474
359
$1.18M 0.05%
23,426
-751
360
$1.17M 0.05%
6,081
+424
361
$1.16M 0.05%
18,695
+1,167
362
$1.16M 0.05%
37,567
+13,261
363
$1.15M 0.05%
92,462
-243
364
$1.15M 0.05%
29,060
365
$1.15M 0.04%
48,402
-258
366
$1.15M 0.04%
+9,272
367
$1.14M 0.04%
15,193
-4,261
368
$1.14M 0.04%
22,800
+5,900
369
$1.13M 0.04%
43,303
370
$1.13M 0.04%
11,555
+578
371
$1.13M 0.04%
30,363
+1,420
372
$1.13M 0.04%
+30,572
373
$1.13M 0.04%
+30,354
374
$1.12M 0.04%
9,280
-651
375
$1.12M 0.04%
64,368
-2,655
13 14
15
16 17