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
776
$270K 0.01%
+5,409
777
$270K 0.01%
1,917
-9,721
778
$268K 0.01%
+13,561
779
$267K 0.01%
1,089
+24
780
$266K 0.01%
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781
$266K 0.01%
8,406
-290
782
$266K 0.01%
11,397
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783
$265K 0.01%
2,271
-30,537
784
$265K 0.01%
7,256
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785
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1,291
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786
$263K 0.01%
28,473
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787
$262K 0.01%
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788
$260K 0.01%
8,337
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789
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2,658
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790
$259K 0.01%
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791
$258K 0.01%
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4,356
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794
$258K 0.01%
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796
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25,275
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798
$248K 0.01%
3,069
799
$248K 0.01%
1,304
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800
$248K 0.01%
+8,420
30 31
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