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
201
$2.66M 0.1%
31,821
+1,090
202
$2.66M 0.1%
18,418
-279
203
$2.66M 0.1%
29,615
+1,483
204
$2.63M 0.1%
37,396
+2,124
205
$2.62M 0.1%
+30,712
206
$2.59M 0.1%
8,818
+83
207
$2.55M 0.1%
13,575
+8,833
208
$2.55M 0.1%
120,311
+644
209
$2.54M 0.1%
59,573
+1,366
210
$2.53M 0.1%
14,586
+11,777
211
$2.53M 0.1%
12,808
-941
212
$2.49M 0.1%
26,346
213
$2.48M 0.1%
45,562
+1,433
214
$2.48M 0.1%
51,763
-8,792
215
$2.46M 0.1%
+57,231
216
$2.43M 0.1%
100,509
+20,130
217
$2.39M 0.09%
19,524
+12,813
218
$2.37M 0.09%
22,112
-9,211
219
$2.36M 0.09%
57,954
+2,293
220
$2.36M 0.09%
26,247
-485
221
$2.34M 0.09%
38,912
-148
222
$2.33M 0.09%
32,174
+4,670
223
$2.32M 0.09%
67,881
-2,182
224
$2.32M 0.09%
33,524
-3,892
225
$2.29M 0.09%
45,979
+4,451
7 8
9
10 11