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
701
$344K 0.01%
2,842
702
$343K 0.01%
18,549
-595
703
$343K 0.01%
12,043
-11,966
704
$342K 0.01%
5,257
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705
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4,216
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706
$341K 0.01%
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707
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-8,206
708
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709
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710
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711
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713
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7,400
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714
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715
$331K 0.01%
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716
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719
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721
$324K 0.01%
1,693
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722
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36,995
723
$323K 0.01%
8,532
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724
$322K 0.01%
3,279
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725
$317K 0.01%
6,500
27 28
29
30 31