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
701
$245K 0.01%
3,356
-514
702
$244K 0.01%
3,244
-351
703
$244K 0.01%
+9,358
704
$243K 0.01%
5,553
-2,629
705
$241K 0.01%
+5,973
706
$240K 0.01%
+1,065
707
$239K 0.01%
1,147
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708
$238K 0.01%
2,751
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709
$238K 0.01%
4,359
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710
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711
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712
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715
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626
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716
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717
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718
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719
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8,018
-29
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721
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722
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3,643
-11
723
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2,749
-3,505
724
$232K 0.01%
+2,157
725
$232K 0.01%
+20,226
27 28
29
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