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
626
$312K 0.02%
2,678
-1,481
627
$311K 0.02%
+9,435
628
$310K 0.02%
2,584
+77
629
$309K 0.02%
+12,461
630
$309K 0.02%
5,610
+55
631
$309K 0.02%
651
+23
632
$307K 0.02%
31,911
-4,633
633
$305K 0.02%
17,220
+250
634
$305K 0.02%
8,283
+1,649
635
$304K 0.02%
3,302
-250
636
$302K 0.02%
10,018
+1,442
637
$302K 0.02%
+13,777
638
$302K 0.02%
10,080
+321
639
$301K 0.02%
+14,067
640
$301K 0.02%
2,979
+1
641
$300K 0.02%
1,203
-54
642
$298K 0.02%
+13,600
643
$298K 0.02%
9,297
-621
644
$297K 0.02%
+6,194
645
$297K 0.02%
8,514
-911
646
$295K 0.02%
9,371
647
$295K 0.02%
4,625
-1,612
648
$294K 0.02%
+5,838
649
$293K 0.02%
+8,079
650
$293K 0.02%
+3,179
24 25
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