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
526
$644K 0.03%
16,161
-159
527
$643K 0.03%
26,598
-11,996
528
$641K 0.03%
4,326
+89
529
$640K 0.03%
12,879
-63
530
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6,712
-11,286
531
$638K 0.03%
30,338
-8,924
532
$636K 0.03%
1,681
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533
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24,386
-2,358
534
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3,291
-21,707
535
$632K 0.02%
83,692
-13,023
536
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+9,390
537
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+21,138
538
$625K 0.02%
18,942
+1,796
539
$624K 0.02%
10,956
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540
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541
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15,874
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543
$609K 0.02%
31,174
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544
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545
$608K 0.02%
1,142
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546
$607K 0.02%
25,672
-13,008
547
$598K 0.02%
10,017
+33
548
$597K 0.02%
3,474
549
$595K 0.02%
9,410
+2,293
550
$593K 0.02%
4,072
+253
20 21
22
23 24