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
276
$2.03M 0.06%
26,004
+1,363
277
$2.01M 0.06%
40,350
-2,731
278
$2.01M 0.06%
61,192
+12,730
279
$2M 0.06%
4,877
-405
280
$2M 0.06%
115,436
+2,256
281
$2M 0.06%
52,979
+23,354
282
$2M 0.06%
3,933
+226
283
$1.99M 0.06%
+71,180
284
$1.98M 0.06%
19,769
-647
285
$1.98M 0.06%
+22,499
286
$1.98M 0.06%
4,143
-93
287
$1.97M 0.06%
86,769
+3,455
288
$1.95M 0.06%
+33,523
289
$1.95M 0.06%
+70,294
290
$1.93M 0.06%
8,186
-240
291
$1.93M 0.06%
13,795
+8,842
292
$1.91M 0.06%
16,333
-72,057
293
$1.9M 0.06%
9,613
-44
294
$1.89M 0.06%
37,522
-1,505
295
$1.87M 0.06%
+25,005
296
$1.87M 0.06%
26,659
-1,894
297
$1.86M 0.06%
+21,639
298
$1.85M 0.06%
+36,941
299
$1.84M 0.05%
+38,098
300
$1.84M 0.05%
3,200
+92
10 11
12
13 14