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
626
$446K 0.02%
+13,925
627
$445K 0.02%
5,002
+131
628
$445K 0.02%
13,600
-2,820
629
$443K 0.02%
17,782
+471
630
$442K 0.02%
7,250
+3,059
631
$435K 0.02%
87,034
+2,574
632
$434K 0.02%
3,043
-447
633
$434K 0.02%
+5,466
634
$432K 0.02%
6,645
-515
635
$429K 0.02%
10,483
+4,696
636
$426K 0.02%
14,279
+18
637
$423K 0.02%
81,199
+9,230
638
$422K 0.02%
7,360
+263
639
$421K 0.02%
20,920
+894
640
$418K 0.02%
10,927
-687
641
$417K 0.02%
8,121
-949
642
$415K 0.02%
18,320
643
$414K 0.02%
8,249
-64
644
$414K 0.02%
22,938
+141
645
$409K 0.02%
7,950
+306
646
$406K 0.02%
7,149
-28,972
647
$404K 0.02%
7,107
-36
648
$404K 0.02%
1,657
+456
649
$404K 0.02%
8,888
-3,943
650
$403K 0.02%
44,590
24 25
26
27 28