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
426
$1.15M 0.03%
22,471
-876
427
$1.15M 0.03%
11,452
+203
428
$1.15M 0.03%
5,190
-5,184
429
$1.15M 0.03%
30,604
+4
430
$1.15M 0.03%
8,955
+884
431
$1.14M 0.03%
+44,702
432
$1.14M 0.03%
5,115
-2,932
433
$1.14M 0.03%
25,188
-67,228
434
$1.14M 0.03%
10,530
+5,771
435
$1.14M 0.03%
6,089
-8,085
436
$1.13M 0.03%
27,023
+9,137
437
$1.13M 0.03%
18,940
-843
438
$1.13M 0.03%
97,641
+1,616
439
$1.13M 0.03%
31,368
-9,464
440
$1.12M 0.03%
33,626
-1,089
441
$1.12M 0.03%
16,810
-2,855
442
$1.11M 0.03%
21,185
+6,090
443
$1.11M 0.03%
84,871
-114,012
444
$1.1M 0.03%
54,706
+1,665
445
$1.09M 0.03%
12,003
+3,301
446
$1.09M 0.03%
8,673
-193
447
$1.08M 0.03%
43,149
-2,133
448
$1.07M 0.03%
35,295
-2,111
449
$1.07M 0.03%
93,436
-133,888
450
$1.07M 0.03%
13,152
+410
16 17
18
19 20