KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$378M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$17M
3
+$15.1M
4
MBCC icon
Monarch Blue Chips Core Index ETF
MBCC
+$15M
5
NVDA icon
NVIDIA
NVDA
+$8.61M

Top Sells

1
+$10M
2
+$6.47M
3
+$6.07M
4
COST icon
Costco
COST
+$4.94M
5
GLD icon
SPDR Gold Trust
GLD
+$4.15M

Sector Composition

1 Technology 13.65%
2 Financials 7.58%
3 Consumer Discretionary 7.48%
4 Healthcare 6.82%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.65M 0.09%
109,772
-2,533
227
$1.63M 0.09%
34,696
+2,833
228
$1.63M 0.09%
15,579
+551
229
$1.63M 0.09%
+32,617
230
$1.62M 0.09%
26,669
+5,562
231
$1.58M 0.09%
11,859
-1,533
232
$1.58M 0.09%
19,128
+1,828
233
$1.57M 0.09%
8,523
+15
234
$1.56M 0.09%
28,296
+1,380
235
$1.56M 0.09%
+26,423
236
$1.54M 0.09%
7,517
-332
237
$1.54M 0.09%
6,963
+374
238
$1.54M 0.09%
27,996
+1,853
239
$1.54M 0.09%
19,993
+3,145
240
$1.53M 0.09%
43,450
-210
241
$1.53M 0.09%
6,665
+2,936
242
$1.51M 0.09%
11,882
+1,130
243
$1.51M 0.09%
29,673
+7,827
244
$1.5M 0.09%
92,826
+1,266
245
$1.5M 0.09%
6,675
+3,326
246
$1.49M 0.08%
46,223
+17,598
247
$1.48M 0.08%
14,485
-1,840
248
$1.47M 0.08%
6,310
+77
249
$1.47M 0.08%
20,690
+5,839
250
$1.47M 0.08%
17,455
+288
8 9
10
11 12