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
676
$268K 0.02%
+1,287
677
$268K 0.02%
+808
678
$266K 0.02%
+11,080
679
$265K 0.02%
+13,642
680
$265K 0.02%
+4,315
681
$262K 0.01%
1,743
+32
682
$262K 0.01%
+5,235
683
$262K 0.01%
+4,247
684
$262K 0.01%
5,640
-6,919
685
$261K 0.01%
3,637
-500
686
$260K 0.01%
25,943
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687
$259K 0.01%
1,278
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688
$258K 0.01%
7,175
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689
$256K 0.01%
2,876
690
$255K 0.01%
5,827
691
$254K 0.01%
3,463
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692
$253K 0.01%
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693
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694
$252K 0.01%
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695
$252K 0.01%
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$251K 0.01%
2,550
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11,173
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698
$249K 0.01%
787
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699
$248K 0.01%
6,181
+143
700
$246K 0.01%
14,480
+38
26 27
28
29 30