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
501
$509K 0.03%
19,395
+1,709
502
$508K 0.03%
3,545
-200
503
$506K 0.03%
3,512
+337
504
$505K 0.03%
17,870
+29
505
$498K 0.03%
+2,294
506
$497K 0.03%
+15,517
507
$493K 0.03%
9,293
-3
508
$493K 0.03%
5,157
+1,179
509
$491K 0.03%
19,990
+132
510
$487K 0.03%
9,985
+1,266
511
$485K 0.03%
+8,384
512
$484K 0.03%
+10,000
513
$483K 0.03%
+15,907
514
$477K 0.03%
8,342
+926
515
$476K 0.03%
13,934
+1,803
516
$475K 0.03%
3,891
+310
517
$474K 0.03%
5,180
+157
518
$469K 0.03%
2,425
+263
519
$469K 0.03%
22,410
+2,514
520
$466K 0.03%
24,859
+618
521
$466K 0.03%
+13,656
522
$464K 0.03%
307
+1
523
$463K 0.03%
2,842
+280
524
$458K 0.03%
10,405
+1,472
525
$455K 0.03%
14,518
+6,647
19 20
21
22 23