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
701
$382K 0.01%
2,082
-209
702
$381K 0.01%
13,069
-329
703
$381K 0.01%
3,627
-195
704
$380K 0.01%
7,139
-1,478
705
$378K 0.01%
10,468
-25
706
$377K 0.01%
10,528
-5,512
707
$376K 0.01%
15,553
-2
708
$374K 0.01%
3,471
-3,903
709
$373K 0.01%
6,665
-1,886
710
$373K 0.01%
4,588
+13
711
$371K 0.01%
9,330
-1,859
712
$370K 0.01%
+4,498
713
$369K 0.01%
143
+25
714
$367K 0.01%
12,987
+1,589
715
$364K 0.01%
7,587
-337
716
$362K 0.01%
17,497
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717
$358K 0.01%
1,037
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718
$355K 0.01%
3,269
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719
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2,451
-44
720
$353K 0.01%
+26,832
721
$353K 0.01%
4,487
-279
722
$350K 0.01%
17,936
-613
723
$350K 0.01%
7,843
-522
724
$349K 0.01%
+12,616
725
$347K 0.01%
6,500
27 28
29
30 31