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
376
$848K 0.05%
9,385
-1,627
377
$848K 0.05%
10,191
+4,872
378
$843K 0.05%
+22,244
379
$836K 0.05%
+16,832
380
$833K 0.05%
8,152
-125
381
$824K 0.05%
4,575
-205
382
$823K 0.05%
+22,833
383
$821K 0.05%
9,603
-1,012
384
$820K 0.05%
12,472
+339
385
$818K 0.05%
13,338
-3,669
386
$818K 0.05%
+38,666
387
$815K 0.05%
16,429
388
$813K 0.05%
7,421
+406
389
$810K 0.05%
10,365
+909
390
$800K 0.05%
+34,819
391
$795K 0.05%
46,354
-24,195
392
$794K 0.05%
9,413
+782
393
$793K 0.05%
31,041
-300
394
$792K 0.05%
2,459
+1,617
395
$791K 0.04%
8,533
+5,192
396
$785K 0.04%
+11,721
397
$785K 0.04%
+6,163
398
$783K 0.04%
+5,042
399
$781K 0.04%
+18,428
400
$778K 0.04%
38,074
-2,290
14 15
16
17 18