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
176
$3.25M 0.13%
11,801
+823
177
$3.25M 0.13%
43,152
+1,206
178
$3.21M 0.13%
20,249
-422
179
$3.2M 0.13%
6,605
+3,329
180
$3.17M 0.12%
+61,310
181
$3.16M 0.12%
33,098
-1,450
182
$3.15M 0.12%
+11,590
183
$3.14M 0.12%
70,467
+5,304
184
$3.13M 0.12%
61,298
+7,448
185
$3.06M 0.12%
100,921
-63,066
186
$3.02M 0.12%
39,181
-7,481
187
$3.01M 0.12%
92,177
+51,197
188
$2.98M 0.12%
+54,973
189
$2.94M 0.12%
21,990
+148
190
$2.92M 0.11%
29,775
-1,799
191
$2.89M 0.11%
55,535
+2,744
192
$2.89M 0.11%
91,921
+65,957
193
$2.86M 0.11%
89,109
+3,479
194
$2.85M 0.11%
15,243
-4,577
195
$2.77M 0.11%
74,828
-3,527
196
$2.76M 0.11%
36,703
+3,837
197
$2.75M 0.11%
114,492
-41,382
198
$2.75M 0.11%
35,633
+767
199
$2.7M 0.11%
46,169
+5,643
200
$2.69M 0.11%
59,397
+702
6 7
8
9 10