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
601
$340K 0.02%
9,282
+1,001
602
$340K 0.02%
859
+28
603
$338K 0.02%
+1,993
604
$337K 0.02%
14,839
-7,802
605
$334K 0.02%
+2,522
606
$332K 0.02%
6,148
+614
607
$332K 0.02%
+6,328
608
$330K 0.02%
+12,046
609
$329K 0.02%
3,455
+138
610
$329K 0.02%
4,926
-762
611
$328K 0.02%
1,121
-166
612
$328K 0.02%
1,174
+275
613
$327K 0.02%
2,025
+155
614
$323K 0.02%
6,274
-2,608
615
$323K 0.02%
10,589
+2,040
616
$323K 0.02%
+2,323
617
$323K 0.02%
4,916
-10,725
618
$321K 0.02%
14,490
+1,757
619
$321K 0.02%
6,253
-23,594
620
$321K 0.02%
2,336
-2,968
621
$320K 0.02%
6,232
-259
622
$319K 0.02%
2,445
-40
623
$315K 0.02%
9,885
624
$313K 0.02%
7,507
625
$312K 0.02%
16,388
-39
23 24
25
26 27