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
326
$1.65M 0.05%
30,690
+4,545
327
$1.65M 0.05%
23,883
+4,887
328
$1.64M 0.05%
52,442
+1,619
329
$1.62M 0.05%
19,361
-7,680
330
$1.6M 0.05%
49,742
+158
331
$1.6M 0.05%
+70,359
332
$1.6M 0.05%
+36,136
333
$1.59M 0.05%
59,746
-295,590
334
$1.59M 0.05%
15,231
-3,495
335
$1.59M 0.05%
12,374
-178
336
$1.59M 0.05%
8,511
-85
337
$1.59M 0.05%
21,114
+4,109
338
$1.58M 0.05%
7,316
+133
339
$1.57M 0.05%
193,983
+75,727
340
$1.55M 0.05%
6,397
-689
341
$1.55M 0.05%
+40,491
342
$1.54M 0.05%
30,624
+2,202
343
$1.53M 0.05%
+141,665
344
$1.53M 0.05%
23,807
-37
345
$1.52M 0.05%
59,610
+24,960
346
$1.52M 0.05%
14,636
-285
347
$1.52M 0.05%
28,126
+4,414
348
$1.52M 0.05%
18,728
-1,841
349
$1.51M 0.05%
89,521
-173,494
350
$1.51M 0.05%
11,597
-296
12 13
14
15 16