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
351
$919K 0.05%
10,432
+2,763
352
$916K 0.05%
13,782
+695
353
$915K 0.05%
3,882
+281
354
$908K 0.05%
17,103
-805
355
$906K 0.05%
+62,800
356
$905K 0.05%
11,157
-5,011
357
$903K 0.05%
74,206
+12,514
358
$895K 0.05%
21,853
-75
359
$894K 0.05%
+14,944
360
$888K 0.05%
3,163
+650
361
$888K 0.05%
35,203
+19,308
362
$887K 0.05%
11,130
+1,002
363
$883K 0.05%
+2,789
364
$882K 0.05%
+5,666
365
$878K 0.05%
4,801
-1,260
366
$871K 0.05%
4,160
+238
367
$870K 0.05%
+30,964
368
$869K 0.05%
19,461
+13,674
369
$858K 0.05%
95,787
-5,900
370
$857K 0.05%
11,019
+2,374
371
$856K 0.05%
70,723
+45,984
372
$856K 0.05%
+12,720
373
$855K 0.05%
+43,597
374
$853K 0.05%
21,315
+5,755
375
$850K 0.05%
+15,560
13 14
15
16 17