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
426
$941K 0.04%
18,773
-11,418
427
$940K 0.04%
40,712
-782
428
$937K 0.04%
+28,677
429
$935K 0.04%
35,475
-530
430
$934K 0.04%
49,248
-1,106
431
$934K 0.04%
15,461
+2,549
432
$929K 0.04%
18,480
+3,055
433
$923K 0.04%
2,779
-3,549
434
$914K 0.04%
30,821
+3
435
$909K 0.04%
5,574
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436
$904K 0.04%
5,400
-649
437
$902K 0.04%
12,926
-16,704
438
$900K 0.04%
8,064
439
$897K 0.04%
11,612
-4,159
440
$892K 0.04%
+11,741
441
$891K 0.03%
3,671
442
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8,452
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443
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+23,189
444
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10,836
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445
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46,128
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446
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8,407
-1,008
447
$875K 0.03%
+21,385
448
$871K 0.03%
3,857
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449
$869K 0.03%
20,743
-3,432
450
$868K 0.03%
+7,267
16 17
18
19 20