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
151
$3.81M 0.15%
103,767
-941
152
$3.75M 0.15%
33,903
+30,765
153
$3.72M 0.15%
24,887
-1,024
154
$3.7M 0.14%
18,374
+8,884
155
$3.69M 0.14%
18,683
+12,677
156
$3.69M 0.14%
60,825
-851
157
$3.62M 0.14%
56,542
+1,351
158
$3.56M 0.14%
21,039
-9,711
159
$3.49M 0.14%
16,540
+55
160
$3.47M 0.14%
140,514
+3,450
161
$3.46M 0.14%
30,392
-2,677
162
$3.46M 0.14%
87,344
+3,276
163
$3.46M 0.14%
104,223
-10,858
164
$3.44M 0.13%
154,527
+1,000
165
$3.42M 0.13%
44,443
+98
166
$3.41M 0.13%
80,580
+9,397
167
$3.39M 0.13%
52,690
-300
168
$3.36M 0.13%
210,467
-6,914
169
$3.35M 0.13%
116,602
+4,886
170
$3.33M 0.13%
177,836
-28,140
171
$3.32M 0.13%
53,126
+4,624
172
$3.31M 0.13%
71,661
+1,590
173
$3.31M 0.13%
30,728
-498
174
$3.27M 0.13%
13,288
+1,459
175
$3.25M 0.13%
120,308
+9,994
5 6
7
8 9