KWM
DMCY

Kingsview Wealth Management’s Democracy International Fund DMCY Stock Holding History

Kingsview Wealth Management’s Portfolio DMCY Stock Details DMCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-47,579
Closed -$1.35M – 1221
2025
Q2 		$1.35M Sell
47,579
-2,236
-4% -$60.3K 0.02% 509
2025
Q1 		$1.29M Sell
49,815
-435
-0.9% -$11.3K 0.02% 479
2024
Q4 		$1.24M Buy
50,250
+1,011
+2% +$26.3K 0.02% 495
2024
Q3 		$1.34M Buy
49,239
+7,093
+17% +$186K 0.03% 464
2024
Q2 		$1.08M Buy
42,146
+3,580
+9% +$91.7K 0.03% 496
2024
Q1 		$992K Buy
38,566
+681
+2% +$16.9K 0.02% 499
2023
Q4 		$934K Buy
+37,885
New +$876K 0.03% 484

Other funds holding DMCY

CIA
Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.55B AUM 17.89% 1-Year Est. Return
SPW
Sonoma Private Wealth Sonoma, California $81.2M AUM 22.25% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $354M AUM 50.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $225M AUM 33.05% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return