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
751
$313K 0.01%
9,554
+1,456
752
$313K 0.01%
5,066
-49,874
753
$312K 0.01%
3,655
-136
754
$310K 0.01%
6,230
-225
755
$310K 0.01%
2,888
-380
756
$310K 0.01%
4,470
-3,804
757
$309K 0.01%
5,351
-4,415
758
$308K 0.01%
8,945
-312
759
$307K 0.01%
4,742
-556
760
$305K 0.01%
7,301
-1,169
761
$304K 0.01%
13,659
-51
762
$303K 0.01%
6,707
763
$303K 0.01%
8,793
-2,598
764
$303K 0.01%
10,507
-2,325
765
$303K 0.01%
970
+30
766
$302K 0.01%
6,981
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767
$302K 0.01%
3,575
-182
768
$301K 0.01%
5,780
-351
769
$301K 0.01%
3,368
-1,325
770
$298K 0.01%
26,453
771
$297K 0.01%
1,932
-96
772
$297K 0.01%
+12,647
773
$297K 0.01%
1,436
+338
774
$297K 0.01%
19,574
+50
775
$296K 0.01%
+3,650
29 30
31
32 33