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
51
$10.3M 0.4%
349,806
-3,532
52
$10.3M 0.4%
343,389
-41,470
53
$10.2M 0.4%
203,488
+130,255
54
$10.2M 0.4%
38,958
+6,351
55
$9.99M 0.39%
44,975
+281
56
$9.63M 0.38%
110,990
-36,240
57
$9.59M 0.38%
80,080
+3,859
58
$9.53M 0.37%
53,142
+14,709
59
$9.32M 0.37%
61,407
-2,646
60
$9.11M 0.36%
97,631
-2,917
61
$9.08M 0.36%
18,883
+920
62
$8.95M 0.35%
207,193
+18,017
63
$8.9M 0.35%
22,197
+113
64
$8.66M 0.34%
208,384
+27,264
65
$8.44M 0.33%
77,391
-2,943
66
$8.32M 0.33%
72,146
-7,137
67
$8.31M 0.33%
27,863
-2,068
68
$8.31M 0.33%
161,866
-1,618
69
$8.28M 0.32%
81,705
-594
70
$8.08M 0.32%
67,860
+30,189
71
$7.93M 0.31%
118,940
+477
72
$7.9M 0.31%
242,784
+8,330
73
$7.82M 0.31%
34,656
-1,299
74
$7.81M 0.31%
14,973
-1,363
75
$7.79M 0.31%
15,925
+841
1 2
3
4 5