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
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755
$213K 0.01%
12,640
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$212K 0.01%
+1,126
757
$212K 0.01%
778
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758
$210K 0.01%
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759
$210K 0.01%
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760
$209K 0.01%
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761
$208K 0.01%
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$207K 0.01%
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764
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$207K 0.01%
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766
$207K 0.01%
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$199K 0.01%
+890