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
251
$1.46M 0.08%
27,176
+10,652
252
$1.46M 0.08%
10,953
+4,787
253
$1.46M 0.08%
11,538
+2,515
254
$1.45M 0.08%
11,008
+14
255
$1.45M 0.08%
22,212
+9,502
256
$1.45M 0.08%
26,400
+17,849
257
$1.43M 0.08%
12,365
+5,166
258
$1.41M 0.08%
+48,492
259
$1.41M 0.08%
11,272
+502
260
$1.41M 0.08%
52,070
+18,820
261
$1.39M 0.08%
+18,910
262
$1.39M 0.08%
+33,819
263
$1.38M 0.08%
3,923
+600
264
$1.37M 0.08%
18,228
+8,075
265
$1.35M 0.08%
58,989
-3,434
266
$1.34M 0.08%
22,463
-2,404
267
$1.34M 0.08%
+96,080
268
$1.34M 0.08%
34,439
+3,430
269
$1.33M 0.08%
38,721
-27,529
270
$1.31M 0.07%
+23,004
271
$1.31M 0.07%
12,675
+1,032
272
$1.3M 0.07%
15,936
+8,664
273
$1.3M 0.07%
10,562
-1,950
274
$1.3M 0.07%
3,689
+49
275
$1.29M 0.07%
11,154
+313
9 10
11
12 13