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
776
$296K 0.01%
5,156
777
$294K 0.01%
25,819
-2,294
778
$293K 0.01%
4,277
+52
779
$292K 0.01%
2,113
-15
780
$288K 0.01%
2,521
-346
781
$288K 0.01%
7,770
782
$288K 0.01%
+7,879
783
$287K 0.01%
3,013
784
$287K 0.01%
6,696
785
$284K 0.01%
+1,631
786
$283K 0.01%
19,682
-3,436
787
$283K 0.01%
11,589
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788
$282K 0.01%
2,450
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789
$281K 0.01%
6,106
-7,775
790
$281K 0.01%
10,420
+2,207
791
$281K 0.01%
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793
$281K 0.01%
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$280K 0.01%
4,310
795
$279K 0.01%
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796
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797
$277K 0.01%
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798
$276K 0.01%
3,864
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799
$276K 0.01%
8,480
-626
800
$275K 0.01%
6,719
-1,761
30 31
32
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