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
626
$513K 0.02%
27,651
-4,436
627
$512K 0.02%
6,281
-5,544
628
$512K 0.02%
+12,108
629
$509K 0.02%
3,738
-458
630
$505K 0.02%
5,644
+99
631
$504K 0.02%
20,084
-2,722
632
$501K 0.02%
20,381
-876
633
$501K 0.02%
15,338
-10,898
634
$500K 0.01%
2,522
-9
635
$499K 0.01%
18,320
636
$499K 0.01%
4,815
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637
$497K 0.01%
36,937
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638
$485K 0.01%
9,245
639
$484K 0.01%
24,856
+2,012
640
$483K 0.01%
16,195
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641
$480K 0.01%
8,927
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$475K 0.01%
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643
$473K 0.01%
8,396
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644
$472K 0.01%
7,010
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645
$471K 0.01%
9,569
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646
$470K 0.01%
+17,395
647
$469K 0.01%
25,432
+1,574
648
$469K 0.01%
+8,254
649
$467K 0.01%
40,149
650
$463K 0.01%
3,346
-24
24 25
26
27 28