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
551
$413K 0.02%
+6,038
552
$413K 0.02%
9,745
-175
553
$413K 0.02%
+11,869
554
$412K 0.02%
+17,787
555
$412K 0.02%
14,314
-2,224
556
$411K 0.02%
18,546
+2,046
557
$410K 0.02%
2,446
+294
558
$408K 0.02%
1,523
-790
559
$407K 0.02%
10,716
+2,887
560
$406K 0.02%
+826
561
$405K 0.02%
6,091
+422
562
$404K 0.02%
10,382
-3,204
563
$403K 0.02%
8,013
+627
564
$400K 0.02%
9,981
+628
565
$399K 0.02%
2,450
-1,177
566
$399K 0.02%
3,709
+600
567
$398K 0.02%
+18,230
568
$398K 0.02%
3,421
-3,949
569
$394K 0.02%
3,033
+183
570
$394K 0.02%
5,017
+43
571
$394K 0.02%
17,775
+2,147
572
$392K 0.02%
2,747
+107
573
$391K 0.02%
+4,088
574
$390K 0.02%
1
575
$385K 0.02%
4,924
+1,973
21 22
23
24 25