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
526
$804K 0.02%
2,588
-29
527
$798K 0.02%
22,651
+2,646
528
$791K 0.02%
16,821
+89
529
$787K 0.02%
30,078
+7,602
530
$785K 0.02%
20,024
-6,711
531
$782K 0.02%
+16,250
532
$782K 0.02%
24,982
-11,624
533
$782K 0.02%
1,697
+211
534
$782K 0.02%
11,604
-8,932
535
$778K 0.02%
6,430
+3,487
536
$776K 0.02%
14,835
+5,582
537
$771K 0.02%
15,109
-31,355
538
$771K 0.02%
5,805
-688
539
$770K 0.02%
42,533
-400
540
$763K 0.02%
4,738
-27
541
$762K 0.02%
18,000
542
$753K 0.02%
3,154
-13
543
$752K 0.02%
26,050
-3,883
544
$752K 0.02%
61,674
+878
545
$749K 0.02%
11,595
-189
546
$747K 0.02%
29,675
+5,225
547
$745K 0.02%
12,104
+2,460
548
$742K 0.02%
32,220
-881
549
$741K 0.02%
11,378
-2,084
550
$740K 0.02%
8,003
-17,805
20 21
22
23 24