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
651
$463K 0.01%
13,867
-1,290
652
$463K 0.01%
7,474
-6,096
653
$459K 0.01%
11,629
+812
654
$458K 0.01%
3,044
-316
655
$457K 0.01%
91,574
+2,414
656
$455K 0.01%
17,669
+158
657
$453K 0.01%
3,622
-910
658
$452K 0.01%
+15,736
659
$450K 0.01%
22,017
-303
660
$449K 0.01%
9,341
+6
661
$447K 0.01%
3,385
-238
662
$447K 0.01%
9,489
-8,682
663
$447K 0.01%
+9,284
664
$440K 0.01%
10,609
+1,339
665
$438K 0.01%
4,598
-1,954
666
$437K 0.01%
7,404
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667
$435K 0.01%
10,717
668
$434K 0.01%
+33,505
669
$429K 0.01%
1,586
-34
670
$428K 0.01%
6,780
-2,300
671
$426K 0.01%
3,139
+221
672
$426K 0.01%
7,617
-1,314
673
$425K 0.01%
12,176
-1,982
674
$423K 0.01%
2,433
-1,222
675
$423K 0.01%
2,059
-219
25 26
27
28 29