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
26
$16M 0.63%
261,712
+1,997
27
$15.2M 0.59%
156,845
+5,274
28
$15.1M 0.59%
103,831
-1,149
29
$14.7M 0.58%
136,162
+392
30
$14.7M 0.58%
37,366
+2,503
31
$14.2M 0.56%
162,109
+9,648
32
$14.1M 0.55%
158,212
+16,218
33
$13.8M 0.54%
87,913
-161
34
$13.7M 0.54%
33,617
+3,618
35
$13.6M 0.53%
39,826
+2,018
36
$13.5M 0.53%
30,279
+2,639
37
$13.3M 0.52%
302,160
+259,510
38
$13.3M 0.52%
62,984
+2,171
39
$13.2M 0.52%
131,570
+10,805
40
$13.1M 0.51%
70,785
-55,413
41
$12.7M 0.5%
213,023
-1,879
42
$12.4M 0.48%
238,885
+3,315
43
$11.8M 0.46%
60,576
-325
44
$11.1M 0.43%
111,752
-39,354
45
$11M 0.43%
102,402
+276
46
$10.8M 0.42%
297,364
-4,918
47
$10.8M 0.42%
66,413
-6,167
48
$10.4M 0.41%
86,245
-876
49
$10.3M 0.4%
76,568
-4,962
50
$10.3M 0.4%
418,254
-12,078
1
2
3 4 5