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
76
$7.74M 0.3%
75,206
+3,530
77
$7.73M 0.3%
139,718
+14,591
78
$7.68M 0.3%
34,858
+610
79
$7.59M 0.3%
144,789
+62,616
80
$7.57M 0.3%
36,984
-16
81
$7.33M 0.29%
10,603
-102
82
$7.31M 0.29%
275,446
+5,926
83
$7.07M 0.28%
63,168
-2,078
84
$6.92M 0.27%
38,454
-3,795
85
$6.82M 0.27%
14,807
-1,468
86
$6.8M 0.27%
15,341
+825
87
$6.8M 0.27%
23,693
-116
88
$6.8M 0.27%
58,960
-838
89
$6.77M 0.27%
112,453
+54,293
90
$6.67M 0.26%
23,566
+1,724
91
$6.59M 0.26%
36,975
+2,151
92
$6.59M 0.26%
21,991
+1,800
93
$6.41M 0.25%
64,277
+2,436
94
$6.29M 0.25%
26,750
+7,877
95
$6.22M 0.24%
32,074
+1,173
96
$5.92M 0.23%
82,610
-1,583
97
$5.87M 0.23%
104,041
+23,652
98
$5.83M 0.23%
26,527
+3,211
99
$5.81M 0.23%
84,451
-1,107
100
$5.54M 0.22%
195,687
+8,339
2 3
4
5 6