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
26
$12.3M 0.7%
56,827
+7,859
27
$12.1M 0.68%
81,386
+8,475
28
$11M 0.63%
44,246
+3,607
29
$10.9M 0.62%
144,517
+4,040
30
$10.3M 0.59%
51,664
+11,037
31
$10.2M 0.58%
85,972
-2,638
32
$9.55M 0.54%
58,935
-25,607
33
$9.54M 0.54%
87,175
+269
34
$9.35M 0.53%
49,532
+5,386
35
$9.33M 0.53%
19,296
+2,011
36
$8.97M 0.51%
172,651
-154
37
$8.63M 0.49%
50,945
+44,241
38
$8.61M 0.49%
150,333
+29,709
39
$8.3M 0.47%
62,634
+3,598
40
$8.29M 0.47%
43,191
+3,727
41
$8.29M 0.47%
20,702
-9,768
42
$8.15M 0.46%
113,441
+22,617
43
$8.13M 0.46%
67,306
+52,953
44
$7.93M 0.45%
21,873
+19,418
45
$7.87M 0.45%
49,039
+713
46
$7.7M 0.44%
54,475
+138
47
$7.48M 0.43%
9,753
+665
48
$7.35M 0.42%
379,297
-334,188
49
$7.29M 0.41%
24,459
-33,568
50
$7.25M 0.41%
19,689
+6,813
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