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
751
$214K 0.01%
+2,224
752
$214K 0.01%
+1,472
753
$214K 0.01%
11,776
-8,546
754
$213K 0.01%
4,560
-2,065
755
$213K 0.01%
12,640
+466
756
$212K 0.01%
+1,126
757
$212K 0.01%
778
+125
758
$210K 0.01%
+6,600
759
$210K 0.01%
+8,084
760
$209K 0.01%
+8,404
761
$208K 0.01%
+15,072
762
$207K 0.01%
+10,752
763
$207K 0.01%
+2,508
764
$207K 0.01%
+4,242
765
$207K 0.01%
1,854
+1
766
$207K 0.01%
5,154
-421
767
$205K 0.01%
+649
768
$203K 0.01%
4,000
769
$202K 0.01%
+4,212
770
$201K 0.01%
+8,314
771
$201K 0.01%
+2,150
772
$201K 0.01%
764
-115
773
$201K 0.01%
11,110
-1,279
774
$200K 0.01%
2,000
775
$199K 0.01%
+890
29 30
31
32 33