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
451
$1.07M 0.03%
9,105
-282
452
$1.07M 0.03%
21,237
+3,463
453
$1.07M 0.03%
2,804
+3
454
$1.06M 0.03%
12,887
-158
455
$1.06M 0.03%
20,630
+4,476
456
$1.05M 0.03%
17,605
+1,630
457
$1.05M 0.03%
41,607
+16,313
458
$1.04M 0.03%
19,993
-970
459
$1.04M 0.03%
4,298
-1,290
460
$1.04M 0.03%
32,877
+32
461
$1.04M 0.03%
4,113
-120
462
$1.04M 0.03%
14,770
+39
463
$1.03M 0.03%
1,365
+297
464
$1.03M 0.03%
47,298
-81
465
$1.03M 0.03%
8,776
+701
466
$1.02M 0.03%
12,803
-1,644
467
$1.02M 0.03%
3,882
-585
468
$1.01M 0.03%
3,625
-353
469
$1.01M 0.03%
17,237
-4,315
470
$1M 0.03%
5,723
-7,052
471
$1M 0.03%
13,949
+3,367
472
$1M 0.03%
45,663
-56,531
473
$1M 0.03%
37,968
-582
474
$991K 0.03%
2,629
-1,455
475
$990K 0.03%
19,565
-1,316
17 18
19
20 21