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
376
$1.12M 0.04%
+46,223
377
$1.11M 0.04%
6,536
-1,301
378
$1.11M 0.04%
18,488
-6,209
379
$1.1M 0.04%
23,623
+9,854
380
$1.1M 0.04%
30,437
+6,579
381
$1.09M 0.04%
+18,395
382
$1.09M 0.04%
11,905
-1,521
383
$1.08M 0.04%
9,867
+1,913
384
$1.08M 0.04%
9,237
+323
385
$1.08M 0.04%
3,354
-3,292
386
$1.08M 0.04%
22,718
+2,640
387
$1.08M 0.04%
95,865
-576
388
$1.07M 0.04%
4,054
-10
389
$1.07M 0.04%
+23,265
390
$1.07M 0.04%
9,404
-219
391
$1.06M 0.04%
25,560
+2,111
392
$1.06M 0.04%
+24,188
393
$1.05M 0.04%
32,985
-40
394
$1.04M 0.04%
21,581
-17,640
395
$1.04M 0.04%
33,598
+904
396
$1.04M 0.04%
19,789
-8,347
397
$1.04M 0.04%
12,358
-346
398
$1.04M 0.04%
+27,600
399
$1.04M 0.04%
13,807
+5,280
400
$1.03M 0.04%
+35,945
14 15
16
17 18