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
501
$703K 0.03%
+7,491
502
$702K 0.03%
6,571
-2,617
503
$701K 0.03%
+32,214
504
$701K 0.03%
4,762
+200
505
$699K 0.03%
6,416
-16,677
506
$698K 0.03%
30,497
+2,317
507
$697K 0.03%
17,254
+162
508
$696K 0.03%
77,070
+4,466
509
$695K 0.03%
9,368
-602
510
$694K 0.03%
20,575
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511
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6,746
-300
512
$684K 0.03%
11,035
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513
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+3,304
514
$676K 0.03%
3,452
-93
515
$675K 0.03%
38,615
-1,479
516
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12,999
+1,029
517
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518
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7,952
-16,550
519
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5,886
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520
$660K 0.03%
27,929
+2,249
521
$658K 0.03%
11,848
522
$652K 0.03%
+12,745
523
$651K 0.03%
7,112
+306
524
$646K 0.03%
50,852
+2,090
525
$644K 0.03%
50,522
+1,106
19 20
21
22 23