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
776
$195K 0.01%
+13,800
777
$190K 0.01%
22,458
-3,895
778
$174K 0.01%
16,841
+5,178
779
$174K 0.01%
16,600
+3,650
780
$173K 0.01%
22,493
+31
781
$165K 0.01%
14,000
-81,943
782
$163K 0.01%
13,000
-650
783
$156K 0.01%
+10,096
784
$138K 0.01%
45,451
+12,675
785
$137K 0.01%
+5,960
786
$135K 0.01%
14,331
787
$118K 0.01%
+2,736
788
$117K 0.01%
141
-4
789
$117K 0.01%
+12,310
790
$101K 0.01%
19,600
-28,366
791
$90K 0.01%
2,000
792
$82K ﹤0.01%
+2,454
793
$80K ﹤0.01%
11,540
+300
794
$58K ﹤0.01%
17,040
795
$52K ﹤0.01%
15,663
-349
796
$52K ﹤0.01%
20,000
797
$50K ﹤0.01%
370
-10
798
$44K ﹤0.01%
+11,080
799
$42K ﹤0.01%
+14,150
800
$40K ﹤0.01%
15,875
-350
30 31
32
33 34