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
401
$777K 0.04%
+8,998
402
$776K 0.04%
+85,095
403
$776K 0.04%
+11,925
404
$775K 0.04%
+8,903
405
$775K 0.04%
+9,977
406
$774K 0.04%
8,864
407
$774K 0.04%
+8,802
408
$773K 0.04%
+1,589
409
$771K 0.04%
+14,478
410
$761K 0.04%
6,667
+3,526
411
$761K 0.04%
12,204
+1,835
412
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4,060
+525
413
$758K 0.04%
+8,606
414
$755K 0.04%
+18,926
415
$748K 0.04%
5,171
-109
416
$748K 0.04%
44,430
-1,607
417
$745K 0.04%
12,765
+543
418
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1,527
-6,702
419
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2,197
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420
$727K 0.04%
35,668
+22,828
421
$725K 0.04%
4,115
+2,468
422
$725K 0.04%
24,625
+2,741
423
$722K 0.04%
303
+2
424
$722K 0.04%
6,537
+1,497
425
$721K 0.04%
+16,516
15 16
17
18 19