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
51
$13.5M 0.4%
90,395
-873
52
$13.4M 0.4%
91,282
+25,125
53
$13.3M 0.4%
95,446
+1,964
54
$13.2M 0.4%
+645,026
55
$12.8M 0.38%
307,438
+80,097
56
$12.8M 0.38%
35,786
-5,924
57
$12.5M 0.37%
285,233
+80,191
58
$12.5M 0.37%
88,371
+501
59
$12.2M 0.36%
71,317
-2,337
60
$12.1M 0.36%
240,642
+1,490
61
$12.1M 0.36%
125,662
+8,040
62
$12M 0.36%
257,101
+2,669
63
$11.6M 0.35%
297,851
+92,708
64
$11.6M 0.34%
387,901
+27,295
65
$11.1M 0.33%
111,189
+3,173
66
$11M 0.33%
23,230
+1,208
67
$11M 0.33%
69,801
+16,320
68
$10.7M 0.32%
246,471
+51,915
69
$10.4M 0.31%
305,099
+14,404
70
$10.3M 0.31%
126,095
+5,958
71
$10.2M 0.31%
129,356
+99,128
72
$10.1M 0.3%
317,167
-7,768
73
$10.1M 0.3%
12,424
+1,772
74
$9.83M 0.29%
22,304
+90
75
$9.8M 0.29%
107,221
+55,393
1 2
3
4 5