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
726
$314K 0.01%
4,768
-1,213
727
$314K 0.01%
+1,101
728
$313K 0.01%
2,753
-133
729
$313K 0.01%
1,804
-34
730
$313K 0.01%
1,301
-10
731
$313K 0.01%
10,769
-12,932
732
$312K 0.01%
12,126
733
$311K 0.01%
4,969
+374
734
$311K 0.01%
3,563
+91
735
$309K 0.01%
4,562
+27
736
$309K 0.01%
+6,114
737
$306K 0.01%
4,592
-3,662
738
$305K 0.01%
2,063
-103
739
$301K 0.01%
1,726
740
$301K 0.01%
26,501
+1,515
741
$298K 0.01%
8,831
+1,678
742
$298K 0.01%
+2,072
743
$298K 0.01%
+8,690
744
$296K 0.01%
30,900
+4,460
745
$296K 0.01%
4,477
-1,024
746
$295K 0.01%
6,458
-121
747
$295K 0.01%
13,214
-1,592
748
$293K 0.01%
3,362
-455
749
$291K 0.01%
117
+1
750
$289K 0.01%
6,455
-100
28 29
30
31 32