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
876
$131K 0.01%
10,033
-661
877
$128K 0.01%
11,018
+1
878
$113K ﹤0.01%
11,175
+492
879
$110K ﹤0.01%
10,855
880
$95.7K ﹤0.01%
3,225
881
$94.7K ﹤0.01%
+10,226
882
$94K ﹤0.01%
12,190
883
$91.5K ﹤0.01%
30,588
+2,600
884
$82K ﹤0.01%
10,424
-185,160
885
$73.4K ﹤0.01%
10,427
886
$71.3K ﹤0.01%
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887
$67.6K ﹤0.01%
10,442
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888
$66.3K ﹤0.01%
70,000
+23,919
889
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2,715
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890
$61.8K ﹤0.01%
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891
– –
0
892
$51.2K ﹤0.01%
20,000
893
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11,140
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894
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10,017
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895
$37.6K ﹤0.01%
23,501
-5,500
896
$37K ﹤0.01%
19,000
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897
$28.7K ﹤0.01%
17,500
898
$24.4K ﹤0.01%
+921
899
$22.1K ﹤0.01%
10,000
900
$16.2K ﹤0.01%
15,000
34 35
36
37 38