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
101
$5.53M 0.22%
26,634
-613
102
$5.48M 0.22%
109,291
+10,636
103
$5.43M 0.21%
119,806
+1,189
104
$5.43M 0.21%
50,832
+539
105
$5.4M 0.21%
60,227
+46,977
106
$5.38M 0.21%
102,915
-19,620
107
$5.33M 0.21%
277,995
-4,821
108
$5.25M 0.21%
62,881
+156
109
$5.24M 0.21%
238,967
+3,013
110
$5.11M 0.2%
11,203
+1,322
111
$5.06M 0.2%
38,807
-11,764
112
$4.97M 0.19%
104,271
-6,923
113
$4.92M 0.19%
164,634
+1,989
114
$4.92M 0.19%
67,450
+5,512
115
$4.89M 0.19%
17,442
+6,801
116
$4.84M 0.19%
43,824
+2,174
117
$4.83M 0.19%
53,467
+36,772
118
$4.82M 0.19%
5,390
-71
119
$4.78M 0.19%
41,954
+9,805
120
$4.73M 0.19%
43,586
-869
121
$4.7M 0.18%
35,566
+9,258
122
$4.67M 0.18%
52,962
-923
123
$4.66M 0.18%
186,275
+4,536
124
$4.6M 0.18%
90,561
+59,718
125
$4.57M 0.18%
112,814
-2,235
3 4
5
6 7