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
251
$2.28M 0.07%
+29,873
252
$2.26M 0.07%
8,646
-136
253
$2.26M 0.07%
11,749
-96
254
$2.26M 0.07%
52,770
+26,018
255
$2.26M 0.07%
49,017
-15,974
256
$2.25M 0.07%
32,028
-10,907
257
$2.2M 0.07%
13,947
-10,197
258
$2.19M 0.07%
16,677
+12,044
259
$2.18M 0.07%
25,938
-6,068
260
$2.18M 0.07%
28,168
-47
261
$2.17M 0.06%
52,806
-56,323
262
$2.17M 0.06%
15,203
-2,099
263
$2.14M 0.06%
41,108
+5,109
264
$2.14M 0.06%
15,778
+6,414
265
$2.13M 0.06%
50,103
+5,574
266
$2.13M 0.06%
109,652
+30,792
267
$2.12M 0.06%
59,081
-7,054
268
$2.11M 0.06%
+97,202
269
$2.09M 0.06%
48,555
+380
270
$2.08M 0.06%
15,243
+6,958
271
$2.07M 0.06%
106,232
-654
272
$2.06M 0.06%
26,984
+114
273
$2.05M 0.06%
16,864
-10
274
$2.04M 0.06%
7,500
+204
275
$2.03M 0.06%
7,832
-746
9 10
11
12 13