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
676
$420K 0.01%
8,130
-306
677
$420K 0.01%
29,992
-296
678
$415K 0.01%
8,980
-2,066
679
$412K 0.01%
7,105
-3,851
680
$410K 0.01%
6,197
-342
681
$409K 0.01%
+19,970
682
$404K 0.01%
4,310
-242
683
$404K 0.01%
44,500
684
$403K 0.01%
4,250
+1,200
685
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3,161
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686
$402K 0.01%
3,197
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687
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+17,752
688
$397K 0.01%
+6,571
689
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690
$395K 0.01%
853
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691
$394K 0.01%
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7,633
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5,662
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694
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20,003
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695
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20,319
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$385K 0.01%
1,675
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697
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3,681
-2,649
698
$382K 0.01%
2,841
-205
699
$382K 0.01%
9,310
-1,520
700
$382K 0.01%
25,156
+307
26 27
28
29 30