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
26
$22.3M 0.67%
84,732
+13,322
27
$22.2M 0.66%
52,051
+11,624
28
$22.1M 0.66%
123,384
-1,088
29
$22M 0.66%
219,513
+51,772
30
$21.4M 0.64%
61,711
-757
31
$21.4M 0.64%
136,383
+31,982
32
$21.2M 0.63%
208,307
+40,811
33
$20.9M 0.62%
428,490
+92,600
34
$20.8M 0.62%
5,868
+1,325
35
$20.4M 0.61%
46,801
+7,998
36
$18.8M 0.56%
314,339
+49,541
37
$18.3M 0.55%
167,149
+44,110
38
$18M 0.54%
254,131
+71,583
39
$18M 0.54%
105,591
-2,513
40
$17.7M 0.53%
337,869
+97,654
41
$16.8M 0.5%
178,337
+30,791
42
$16.6M 0.5%
57,633
+8,282
43
$16.3M 0.49%
96,070
+6,598
44
$15.9M 0.47%
102,538
-2,101
45
$15.7M 0.47%
32,967
+1,414
46
$15.7M 0.47%
141,915
+3,455
47
$15M 0.45%
50,569
+5,887
48
$14.6M 0.44%
289,058
+56,814
49
$14.2M 0.42%
147,518
+19,452
50
$13.5M 0.4%
93,457
+15,835
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