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
301
$1.83M 0.05%
3,731
+8
302
$1.82M 0.05%
17,479
+9,948
303
$1.82M 0.05%
23,400
-889
304
$1.8M 0.05%
16,165
-4,065
305
$1.8M 0.05%
68,882
-1,138
306
$1.8M 0.05%
77,884
-10,300
307
$1.8M 0.05%
28,382
+15,423
308
$1.78M 0.05%
69,418
+46,069
309
$1.77M 0.05%
+14,267
310
$1.75M 0.05%
22,786
-5,494
311
$1.74M 0.05%
22,728
-2,766
312
$1.73M 0.05%
14,261
-656
313
$1.73M 0.05%
10,000
314
$1.72M 0.05%
+36,009
315
$1.7M 0.05%
41,308
-29,247
316
$1.7M 0.05%
51,683
+381
317
$1.7M 0.05%
122,864
+36,432
318
$1.69M 0.05%
2,390
+98
319
$1.68M 0.05%
60,715
-3,609
320
$1.68M 0.05%
6,562
+1,301
321
$1.68M 0.05%
9,354
-354
322
$1.67M 0.05%
48,277
-5,134
323
$1.67M 0.05%
4,182
-248
324
$1.67M 0.05%
28,987
+378
325
$1.66M 0.05%
7,589
-1,968
11 12
13
14 15