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
276
$1.28M 0.07%
25,379
+10,594
277
$1.27M 0.07%
50,649
-795
278
$1.26M 0.07%
3,400
-90
279
$1.26M 0.07%
+67,040
280
$1.26M 0.07%
5,821
+442
281
$1.26M 0.07%
28,445
+3,326
282
$1.25M 0.07%
49,672
-5,776
283
$1.25M 0.07%
16,182
-2,416
284
$1.24M 0.07%
+77,182
285
$1.24M 0.07%
3,941
+1,575
286
$1.24M 0.07%
+21,776
287
$1.23M 0.07%
4,097
+781
288
$1.23M 0.07%
17,558
+617
289
$1.23M 0.07%
20,977
+2,207
290
$1.22M 0.07%
45,594
+16,147
291
$1.22M 0.07%
9,396
+340
292
$1.19M 0.07%
12,050
-8,698
293
$1.19M 0.07%
25,543
-3,126
294
$1.17M 0.07%
25,641
-29,722
295
$1.17M 0.07%
+10,417
296
$1.17M 0.07%
9,551
+1,498
297
$1.17M 0.07%
16,834
+11,288
298
$1.15M 0.07%
+13,511
299
$1.15M 0.07%
89,548
+4,621
300
$1.14M 0.07%
47,510
+7,028
10 11
12
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