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
801
$33K ﹤0.01%
+11,750
802
$27K ﹤0.01%
+15,100
803
$25K ﹤0.01%
+13,578
804
$24K ﹤0.01%
10,445
805
$24K ﹤0.01%
15,000
-4,000
806
$15K ﹤0.01%
+1,379
807
$13K ﹤0.01%
11,000
808
$10K ﹤0.01%
+10,000
809
– –
-20,566
810
– –
-9,815
811
– –
-8,216
812
– –
-40,681
813
– –
-10,504
814
– –
-5,618
815
– –
-13,132
816
– –
-846
817
– –
-8,121
818
– –
-2,190
819
– –
-14,202
820
– –
-28,530
821
– –
-12,249
822
– –
-10,106
823
– –
-15,435
824
– –
-2,070
825
– –
-15,158
31 32
33
34 35