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
551
$590K 0.02%
+14,424
552
$589K 0.02%
23,219
-2,875
553
$585K 0.02%
142,014
+14,020
554
$584K 0.02%
9,223
+360
555
$579K 0.02%
5,750
+492
556
$579K 0.02%
+7,077
557
$575K 0.02%
21,647
-1,535
558
$572K 0.02%
12,581
+7,153
559
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11,254
+6,065
560
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1,437
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561
$559K 0.02%
1,035
562
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2,263
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563
$553K 0.02%
18,000
564
$553K 0.02%
12,834
-677
565
$552K 0.02%
20,695
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566
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10,688
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9,934
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569
$537K 0.02%
21,500
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570
$536K 0.02%
17,980
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571
$536K 0.02%
10,944
+5,314
572
$535K 0.02%
13,389
-2,400
573
$529K 0.02%
4,931
-250,377
574
$528K 0.02%
13,353
-88
575
$526K 0.02%
18,502
-2,112
21 22
23
24 25