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
651
$293K 0.02%
8,359
+1,020
652
$292K 0.02%
2,119
-5,588
653
$291K 0.02%
7,336
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$290K 0.02%
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655
$289K 0.02%
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656
$288K 0.02%
2,867
-1,043
657
$288K 0.02%
+14,326
658
$288K 0.02%
3,466
-375
659
$286K 0.02%
6,303
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660
$286K 0.02%
6,645
-22
661
$285K 0.02%
9,000
-1,700
662
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+6,403
663
$283K 0.02%
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664
$283K 0.02%
+11,125
665
$282K 0.02%
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$281K 0.02%
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$281K 0.02%
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6,773
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670
$280K 0.02%
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671
$278K 0.02%
1,843
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$278K 0.02%
12,467
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673
$277K 0.02%
2,595
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674
$271K 0.02%
3,702
-30
675
$268K 0.02%
+3,002
25 26
27
28 29