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
376
$1.37M 0.04%
55,442
+19,205
377
$1.36M 0.04%
12,228
+372
378
$1.36M 0.04%
6,376
-7,177
379
$1.36M 0.04%
11,691
+9,645
380
$1.34M 0.04%
+58,587
381
$1.34M 0.04%
+49,155
382
$1.33M 0.04%
16,761
+3,986
383
$1.33M 0.04%
29,352
+12,338
384
$1.33M 0.04%
108,874
-1,354
385
$1.32M 0.04%
68,217
+10,893
386
$1.32M 0.04%
27,601
+8,825
387
$1.32M 0.04%
21,414
-704
388
$1.31M 0.04%
+30,868
389
$1.31M 0.04%
54,228
-44,240
390
$1.31M 0.04%
7,265
-2,690
391
$1.3M 0.04%
+31,166
392
$1.3M 0.04%
+40,528
393
$1.3M 0.04%
24,057
-3,890
394
$1.28M 0.04%
24,602
-1,094
395
$1.28M 0.04%
+45,573
396
$1.28M 0.04%
13,149
+103
397
$1.28M 0.04%
30,494
+7,944
398
$1.27M 0.04%
28,418
-642
399
$1.26M 0.04%
5,625
-2,576
400
$1.26M 0.04%
19,156
-291
14 15
16
17 18