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
751
$288K 0.01%
3,059
-500
752
$288K 0.01%
11,002
+1,061
753
$288K 0.01%
1,017
-40
754
$287K 0.01%
3,936
-5,150
755
$286K 0.01%
+14,035
756
$286K 0.01%
+9,023
757
$285K 0.01%
9,245
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758
$285K 0.01%
4,942
759
$284K 0.01%
15,163
-768
760
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1,925
-34
761
$281K 0.01%
8,294
-1,870
762
$279K 0.01%
2,626
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763
$278K 0.01%
8,085
-6,385
764
$278K 0.01%
12,612
-3,654
765
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766
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11,350
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$277K 0.01%
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6,390
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769
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19,524
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$273K 0.01%
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771
$272K 0.01%
3,013
772
$272K 0.01%
5,783
-49
773
$271K 0.01%
+1,915
774
$271K 0.01%
13,948
+1,589
775
$270K 0.01%
3,890
-77
29 30
31
32 33