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
301
$1.14M 0.06%
+27,476
302
$1.14M 0.06%
25,648
+9,352
303
$1.13M 0.06%
14,852
+169
304
$1.12M 0.06%
3,424
+2,120
305
$1.12M 0.06%
14,038
+6,622
306
$1.11M 0.06%
45,768
-3,796
307
$1.1M 0.06%
+27,837
308
$1.1M 0.06%
+19,417
309
$1.1M 0.06%
57,696
-2,144
310
$1.09M 0.06%
28,607
-834
311
$1.09M 0.06%
+12,797
312
$1.09M 0.06%
17,164
+1,660
313
$1.08M 0.06%
+45,196
314
$1.08M 0.06%
+41,421
315
$1.08M 0.06%
41,583
+3,772
316
$1.07M 0.06%
+78,016
317
$1.07M 0.06%
6,755
+5,211
318
$1.06M 0.06%
+37,768
319
$1.06M 0.06%
+4,563
320
$1.05M 0.06%
+11,744
321
$1.05M 0.06%
18,232
+10,455
322
$1.05M 0.06%
11,278
-491
323
$1.05M 0.06%
24,479
-2,072
324
$1.03M 0.06%
19,243
-1,902
325
$1.03M 0.06%
15,133
+3,267
11 12
13
14 15