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
476
$788K 0.03%
+21,988
477
$784K 0.03%
5,341
+466
478
$783K 0.03%
45,898
+3,405
479
$781K 0.03%
13,783
+3,012
480
$779K 0.03%
19,477
481
$778K 0.03%
+17,129
482
$774K 0.03%
15,708
-1,732
483
$771K 0.03%
8,531
+2,561
484
$768K 0.03%
23,180
+1,209
485
$767K 0.03%
17,447
+3,863
486
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487
$763K 0.03%
3,077
-72
488
$750K 0.03%
7,621
+4,218
489
$743K 0.03%
+48,158
490
$741K 0.03%
88,821
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491
$737K 0.03%
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492
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5,312
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493
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+9,127
494
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495
$716K 0.03%
5,672
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496
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497
$711K 0.03%
13,527
+9,641
498
$711K 0.03%
3,146
499
$706K 0.03%
90,640
-123
500
$705K 0.03%
135,114
-465
18 19
20
21 22