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
576
$384K 0.02%
8,206
+47
577
$384K 0.02%
6,306
-1,401
578
$382K 0.02%
4,420
579
$382K 0.02%
3,172
+904
580
$381K 0.02%
+12,578
581
$381K 0.02%
2,875
582
$378K 0.02%
17,373
+777
583
$374K 0.02%
+1,155
584
$374K 0.02%
2,864
-5,050
585
$370K 0.02%
7,911
586
$369K 0.02%
+3,205
587
$368K 0.02%
+7,936
588
$363K 0.02%
12,715
-550
589
$362K 0.02%
5,084
-9,162
590
$361K 0.02%
+15,745
591
$355K 0.02%
1,545
+76
592
$355K 0.02%
11,590
-32,027
593
$354K 0.02%
4,764
+729
594
$353K 0.02%
10,499
-6,618
595
$351K 0.02%
4,398
+339
596
$350K 0.02%
17,299
-17,015
597
$349K 0.02%
+3,540
598
$347K 0.02%
5,016
-187
599
$346K 0.02%
1,238
+486
600
$344K 0.02%
6,950
-732
22 23
24
25 26