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
501
$884K 0.03%
14,104
-2,142
502
$881K 0.03%
37,290
-2,210
503
$879K 0.03%
25,638
+72
504
$871K 0.03%
+14,602
505
$870K 0.03%
27,021
-610
506
$869K 0.03%
+22,296
507
$868K 0.03%
44,064
-4,605
508
$862K 0.03%
+12,714
509
$861K 0.03%
8,529
-426
510
$858K 0.03%
5,634
+1,811
511
$854K 0.03%
3,377
-340
512
$852K 0.03%
1,666
+105
513
$848K 0.03%
7,167
-40,247
514
$844K 0.03%
18,450
-300
515
$839K 0.03%
24,924
-171
516
$834K 0.02%
57,567
-12,433
517
$833K 0.02%
8,605
-509
518
$833K 0.02%
17,093
+1,189
519
$832K 0.02%
10,761
+6,111
520
$824K 0.02%
4,733
-211
521
$813K 0.02%
15,752
+464
522
$810K 0.02%
19,514
+1,373
523
$808K 0.02%
35,021
-176,071
524
$806K 0.02%
17,477
-197
525
$804K 0.02%
+3,114
19 20
21
22 23