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
726
$231K 0.01%
+3,887
727
$229K 0.01%
+3,082
728
$229K 0.01%
873
-200
729
$228K 0.01%
+11,350
730
$227K 0.01%
2,673
731
$226K 0.01%
+1,366
732
$226K 0.01%
+3,820
733
$223K 0.01%
+16,730
734
$222K 0.01%
19,264
+5,480
735
$222K 0.01%
+20,360
736
$222K 0.01%
+4,800
737
$222K 0.01%
+15,349
738
$221K 0.01%
3,139
-4,966
739
$221K 0.01%
+4,059
740
$220K 0.01%
9,027
741
$220K 0.01%
47,897
+1,262
742
$220K 0.01%
+1,450
743
$219K 0.01%
+1,474
744
$218K 0.01%
+13,487
745
$218K 0.01%
3,911
-1,305
746
$218K 0.01%
+922
747
$217K 0.01%
2,825
+40
748
$217K 0.01%
5,003
-19,381
749
$217K 0.01%
2,499
-1,175
750
$214K 0.01%
1,510
-9
28 29
30
31 32