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
851
$205K 0.01%
11,350
-2,495
852
$204K 0.01%
1,074
-19
853
$204K 0.01%
+1,159
854
$204K 0.01%
13,741
+1,077
855
$204K 0.01%
4,100
-4,589
856
$203K 0.01%
13,119
+9
857
$203K 0.01%
+2,341
858
$202K 0.01%
+2,415
859
$202K 0.01%
3,953
-12,498
860
$188K 0.01%
18,902
+10
861
$179K 0.01%
12,477
+49
862
$176K 0.01%
10,479
-40
863
$173K 0.01%
16,022
+1,904
864
$172K 0.01%
10,452
+246
865
$169K 0.01%
20,159
+3,209
866
$157K 0.01%
11,568
-4,067
867
$156K 0.01%
13,357
868
$155K 0.01%
58,368
869
$149K 0.01%
14,814
870
$147K 0.01%
17,925
-25
871
$142K 0.01%
15,323
872
$141K 0.01%
10,996
873
$139K 0.01%
11,763
-5,362
874
$137K 0.01%
12,185
-2,500
875
$137K 0.01%
2,590
33 34
35
36 37