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
476
$577K 0.03%
12,874
477
$577K 0.03%
5,675
-49
478
$573K 0.03%
16,031
+1,431
479
$571K 0.03%
1,645
-4,750
480
$571K 0.03%
+4,278
481
$571K 0.03%
4,362
+1,066
482
$570K 0.03%
10,727
-1,459
483
$566K 0.03%
10,470
+2,995
484
$565K 0.03%
7,190
+702
485
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10,474
+1,259
486
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3,124
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487
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+25,040
488
$547K 0.03%
13,360
-17,999
489
$546K 0.03%
22,320
-738
490
$544K 0.03%
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491
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493
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8,352
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494
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11,750
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495
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27,778
-600
496
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17,030
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497
$523K 0.03%
+27,752
498
$521K 0.03%
23,393
+3,608
499
$520K 0.03%
4,750
-4,283
500
$519K 0.03%
+17,674
18 19
20
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