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
351
$1.5M 0.04%
65,878
+24,249
352
$1.49M 0.04%
+32,380
353
$1.49M 0.04%
+38,458
354
$1.49M 0.04%
35,292
+2,378
355
$1.48M 0.04%
17,561
+426
356
$1.48M 0.04%
33,607
+14,053
357
$1.47M 0.04%
56,326
+44,395
358
$1.47M 0.04%
18,975
-2,908
359
$1.46M 0.04%
26,738
-12,688
360
$1.46M 0.04%
+18,124
361
$1.45M 0.04%
9,971
+2,532
362
$1.44M 0.04%
18,187
-295
363
$1.44M 0.04%
87,261
-1,097
364
$1.43M 0.04%
3,699
+62
365
$1.42M 0.04%
80,366
+28,988
366
$1.41M 0.04%
84,240
+1,829
367
$1.4M 0.04%
27,715
-4,855
368
$1.39M 0.04%
38,719
+168
369
$1.39M 0.04%
13,909
+8,998
370
$1.38M 0.04%
32,784
+8,940
371
$1.38M 0.04%
4,093
+165
372
$1.38M 0.04%
16,968
-3,049
373
$1.38M 0.04%
25,370
+16,752
374
$1.38M 0.04%
+4,405
375
$1.37M 0.04%
11,807
-180
13 14
15
16 17