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
$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
451
$661K 0.04%
25,962
+1,332
452
$659K 0.04%
3,000
+129
453
$659K 0.04%
4,726
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454
$658K 0.04%
6,106
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455
$655K 0.04%
3,217
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456
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20,016
-5,811
457
$642K 0.04%
3,412
458
$642K 0.04%
9,675
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459
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93,829
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460
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3,917
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461
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24,082
-1,910
462
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+11,204
463
$608K 0.03%
21,150
+1,400
464
$608K 0.03%
10,263
+2,705
465
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11,489
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467
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468
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19,200
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469
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16,172
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470
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9,633
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471
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6,919
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472
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9,307
-5,035
473
$591K 0.03%
5,384
+755
474
$586K 0.03%
14,121
+578
475
$585K 0.03%
3,032
-109
17 18
19
20 21