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
$3.35B
AUM Growth
+$566M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,038
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$23M
3
+$18.4M
4
MBCC icon
Monarch Blue Chips Core Index ETF
MBCC
+$18.3M
5
MRK icon
Merck
MRK
+$17.1M

Top Sells

1
+$14.5M
2
+$11.5M
3
+$8.44M
4
MLKN icon
MillerKnoll
MLKN
+$7.89M
5
CE icon
Celanese
CE
+$5.69M

Sector Composition

1 Technology 13.63%
2 Consumer Discretionary 6.67%
3 Healthcare 6.18%
4 Financials 6.16%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.67M 0.08%
92,068
+641
227
$2.64M 0.08%
19,823
-511
228
$2.61M 0.08%
43,529
-28,552
229
$2.6M 0.08%
13,742
+43
230
$2.58M 0.08%
51,621
+3,132
231
$2.58M 0.08%
39,692
-12,333
232
$2.57M 0.08%
19,640
+52
233
$2.54M 0.08%
418,210
-134,761
234
$2.54M 0.08%
22,270
-98
235
$2.52M 0.08%
68,206
-7,926
236
$2.5M 0.07%
44,566
-1,791
237
$2.47M 0.07%
11,005
+2,075
238
$2.45M 0.07%
29,413
-533
239
$2.45M 0.07%
71,079
-38,758
240
$2.38M 0.07%
30,558
-5,805
241
$2.36M 0.07%
66,788
-3,776
242
$2.36M 0.07%
40,093
+21,351
243
$2.35M 0.07%
52,766
+302
244
$2.33M 0.07%
69,895
-64,890
245
$2.32M 0.07%
82,866
-341
246
$2.3M 0.07%
3,963
+233
247
$2.3M 0.07%
41,890
+1,089
248
$2.29M 0.07%
14,146
-2,780
249
$2.29M 0.07%
22,268
+5,190
250
$2.28M 0.07%
149,034
+21,258
8 9
10
11 12