KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
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
526
$453K 0.03%
6,604
527
$452K 0.03%
7,705
+3,840
528
$451K 0.03%
+11,306
529
$450K 0.03%
15,580
-40,667
530
$447K 0.03%
29,452
531
$446K 0.03%
17,382
-6,532
532
$444K 0.03%
10,567
-46
533
$443K 0.03%
8,106
+636
534
$438K 0.02%
4,766
-147
535
$436K 0.02%
16,411
536
$435K 0.02%
4,558
+28
537
$428K 0.02%
2,617
-133
538
$427K 0.02%
3,135
-5,129
539
$427K 0.02%
8,621
-600
540
$426K 0.02%
3,650
-1,162
541
$426K 0.02%
1,958
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542
$426K 0.02%
10,666
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543
$425K 0.02%
4,455
-115
544
$424K 0.02%
2,053
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545
$423K 0.02%
+14,958
546
$420K 0.02%
+4,590
547
$417K 0.02%
11,781
548
$417K 0.02%
+14,202
549
$416K 0.02%
25,544
+6,020
550
$414K 0.02%
6,682
+280
20 21
22
23 24