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
126
$4.54M 0.18%
137,432
+2,779
127
$4.45M 0.17%
15,433
+35
128
$4.37M 0.17%
30,783
+4,571
129
$4.34M 0.17%
14,241
-85
130
$4.34M 0.17%
24,914
+6,587
131
$4.34M 0.17%
66,989
-673
132
$4.31M 0.17%
83,635
-2,972
133
$4.29M 0.17%
46,757
-27,494
134
$4.27M 0.17%
9,662
+873
135
$4.18M 0.16%
40,398
+735
136
$4.16M 0.16%
51,255
-44,906
137
$4.14M 0.16%
259,009
+59,990
138
$4.12M 0.16%
19,372
-42,707
139
$4.07M 0.16%
46,172
-2,485
140
$4.07M 0.16%
88,997
-518
141
$4.06M 0.16%
148,970
+4,311
142
$4.02M 0.16%
108,173
+17,892
143
$4M 0.16%
34,503
+403
144
$3.97M 0.16%
46,849
-2,110
145
$3.96M 0.16%
55,813
-2,006
146
$3.92M 0.15%
117,085
+5,888
147
$3.9M 0.15%
42,512
+1,297
148
$3.87M 0.15%
42,098
-7,297
149
$3.83M 0.15%
72,447
+45
150
$3.82M 0.15%
49,976
+144
4 5
6
7 8