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
326
$1.02M 0.06%
7,922
-268
327
$1.01M 0.06%
8,801
+553
328
$1M 0.06%
10,093
-991
329
$1M 0.06%
+21,384
330
$1M 0.06%
+3,882
331
$999K 0.06%
7,061
+553
332
$997K 0.06%
52,689
+5,720
333
$995K 0.06%
+10,295
334
$990K 0.06%
+34,824
335
$986K 0.06%
79,648
-818
336
$982K 0.06%
21,494
+11,620
337
$974K 0.06%
+20,387
338
$965K 0.05%
+107,976
339
$960K 0.05%
3,970
-15
340
$955K 0.05%
17,446
+1,067
341
$954K 0.05%
20,567
+7
342
$952K 0.05%
14,383
-1,641
343
$950K 0.05%
3,350
+1,195
344
$943K 0.05%
10,883
+2,055
345
$942K 0.05%
+5,001
346
$932K 0.05%
10,000
-20,800
347
$928K 0.05%
14,372
-3,559
348
$928K 0.05%
+4,117
349
$924K 0.05%
3,909
+1,908
350
$922K 0.05%
9,378
+73
12 13
14
15 16