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
51
$7.2M 0.41%
108,831
-3,605
52
$7.18M 0.41%
67,140
+12,420
53
$7.1M 0.4%
60,065
+11,550
54
$7M 0.4%
183,457
+4,872
55
$6.98M 0.4%
91,557
+1,303
56
$6.68M 0.38%
29,865
+5,773
57
$6.62M 0.38%
34,621
-2,777
58
$6.62M 0.38%
+132,452
59
$6.52M 0.37%
42,884
+1,837
60
$6.49M 0.37%
29,913
+6,420
61
$6.36M 0.36%
75,048
+27,170
62
$6.33M 0.36%
107,277
+19,698
63
$6.25M 0.35%
114,103
-10,628
64
$6.15M 0.35%
95,413
+14,854
65
$6.13M 0.35%
27,771
+2,535
66
$6M 0.34%
56,778
+198
67
$5.94M 0.34%
13,022
+5,068
68
$5.89M 0.33%
59,685
-1,201
69
$5.73M 0.33%
14,261
+3,370
70
$5.51M 0.31%
24,469
+110
71
$5.34M 0.3%
49,213
+5,660
72
$5.34M 0.3%
232,161
-23,668
73
$5.33M 0.3%
21,066
+4,400
74
$5.24M 0.3%
30,015
+945
75
$5.1M 0.29%
100,979
+2,390
1 2
3
4 5