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
826
$225K 0.01%
23,769
-141
827
$224K 0.01%
1,960
-9,747
828
$223K 0.01%
6,122
-791
829
$222K 0.01%
+1,731
830
$222K 0.01%
2,047
-84
831
$219K 0.01%
7,770
832
$219K 0.01%
2,774
-191
833
$219K 0.01%
+3,368
834
$218K 0.01%
+1,429
835
$216K 0.01%
+3,427
836
$216K 0.01%
2,167
-496
837
$215K 0.01%
+1,296
838
$214K 0.01%
+8,199
839
$213K 0.01%
+2,636
840
$213K 0.01%
8,405
841
$212K 0.01%
+7,586
842
$212K 0.01%
25,825
+772
843
$210K 0.01%
8,545
+150
844
$210K 0.01%
7,411
-137
845
$210K 0.01%
2,424
+58
846
$209K 0.01%
4,692
-694
847
$208K 0.01%
6,800
848
$208K 0.01%
18,149
-1,000
849
$206K 0.01%
+6,150
850
$205K 0.01%
7,406
+10
32 33
34
35 36