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
576
$664K 0.02%
+12,580
577
$661K 0.02%
14,306
-2,621
578
$661K 0.02%
31,908
+800
579
$660K 0.02%
124,807
-6,050
580
$656K 0.02%
+12,159
581
$655K 0.02%
4,213
-36,634
582
$654K 0.02%
29,684
-34,844
583
$654K 0.02%
1,037
+2
584
$653K 0.02%
+15,954
585
$643K 0.02%
104,792
-51,750
586
$641K 0.02%
20,883
-426
587
$640K 0.02%
7,546
-14,376
588
$640K 0.02%
83,223
-2,914
589
$625K 0.02%
17,286
-2,336
590
$622K 0.02%
17,899
+2,137
591
$619K 0.02%
16,713
-1,759
592
$618K 0.02%
21,696
-44,272
593
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20,098
-3,272
594
$609K 0.02%
10,529
-11,186
595
$608K 0.02%
226,712
+15,551
596
$607K 0.02%
2,881
+116
597
$605K 0.02%
5,738
-909
598
$602K 0.02%
12,425
-444
599
$601K 0.02%
5,794
-6,629
600
$599K 0.02%
13,575
-2,071
22 23
24
25 26