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
801
$247K 0.01%
+6,052
802
$245K 0.01%
2,520
803
$244K 0.01%
13,128
-4,273
804
$244K 0.01%
+2,320
805
$244K 0.01%
1,782
-123
806
$244K 0.01%
4,369
-103
807
$243K 0.01%
+1,634
808
$242K 0.01%
+3,150
809
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810
$241K 0.01%
3,772
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811
$240K 0.01%
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812
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813
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814
$237K 0.01%
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815
$236K 0.01%
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-181
816
$233K 0.01%
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-6,455
817
$233K 0.01%
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819
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820
$231K 0.01%
575
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822
$229K 0.01%
5,946
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$227K 0.01%
15,825
+5,280
824
$226K 0.01%
+2,553
825
$225K 0.01%
+8,934
31 32
33
34 35