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
726
$345K 0.01%
10,237
-685
727
$345K 0.01%
16,575
-7,100
728
$340K 0.01%
4,943
-31,762
729
$339K 0.01%
21,300
730
$336K 0.01%
13,281
-774
731
$335K 0.01%
7,121
+2,291
732
$335K 0.01%
+5,725
733
$330K 0.01%
6,818
734
$328K 0.01%
11,800
735
$327K 0.01%
3,830
-350
736
$327K 0.01%
9,806
-1,352
737
$325K 0.01%
9,130
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738
$325K 0.01%
1,726
739
$322K 0.01%
+8,459
740
$321K 0.01%
34,760
-1,620
741
$321K 0.01%
2,635
-1,309
742
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3,384
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743
$319K 0.01%
4,281
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744
$318K 0.01%
5,195
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745
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3,581
-1,061
746
$316K 0.01%
6,033
+150
747
$316K 0.01%
6,201
+15
748
$315K 0.01%
14,224
+805
749
$315K 0.01%
3,223
+100
750
$313K 0.01%
1,836
+193
28 29
30
31 32