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
401
$1.03M 0.04%
16,321
-127
402
$1.02M 0.04%
54,148
+745
403
$1.02M 0.04%
+14,452
404
$1.01M 0.04%
13,167
-78
405
$1.01M 0.04%
32,942
+303
406
$1.01M 0.04%
8,783
+40
407
$1M 0.04%
45,122
+26,185
408
$1M 0.04%
17,070
-1,877
409
$1M 0.04%
2,909
-327
410
$999K 0.04%
10,293
+2,756
411
$997K 0.04%
17,652
+5,663
412
$995K 0.04%
8,191
+3,290
413
$995K 0.04%
+16,740
414
$993K 0.04%
+31,211
415
$985K 0.04%
+10,400
416
$984K 0.04%
70,631
-3,771
417
$979K 0.04%
6,153
-210
418
$975K 0.04%
23,530
-10,931
419
$965K 0.04%
17,995
+2,603
420
$963K 0.04%
+17,539
421
$958K 0.04%
16,628
+6,453
422
$954K 0.04%
53,542
-4,808
423
$954K 0.04%
+15,608
424
$951K 0.04%
+12,171
425
$950K 0.04%
31,568
-12,135
15 16
17
18 19