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
476
$978K 0.03%
4,010
-168
477
$969K 0.03%
15,040
+4,848
478
$967K 0.03%
10,392
-109
479
$963K 0.03%
+74,524
480
$957K 0.03%
4,236
-34
481
$946K 0.03%
+25,531
482
$943K 0.03%
33,699
-3,461
483
$936K 0.03%
12,072
-4,024
484
$934K 0.03%
+37,885
485
$928K 0.03%
14,104
-404
486
$925K 0.03%
16,750
-49,900
487
$924K 0.03%
12,491
+2,420
488
$923K 0.03%
6,471
-11,389
489
$913K 0.03%
8,956
-1,502
490
$912K 0.03%
10,157
-893
491
$910K 0.03%
31,121
+251
492
$909K 0.03%
11,762
-1,092
493
$904K 0.03%
18,100
+1,300
494
$902K 0.03%
+35,884
495
$899K 0.03%
3,258
-614
496
$898K 0.03%
33,151
+2,525
497
$892K 0.03%
17,334
-2,121
498
$890K 0.03%
22,126
-881
499
$890K 0.03%
48,150
-7,218
500
$884K 0.03%
37,940
18 19
20
21 22