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
801
$274K 0.01%
6,336
-328
802
$273K 0.01%
+7,473
803
$271K 0.01%
1,878
-14,031
804
$270K 0.01%
+5,865
805
$269K 0.01%
4,268
-481
806
$269K 0.01%
+1,352
807
$268K 0.01%
881
-121
808
$267K 0.01%
7,591
809
$266K 0.01%
7,474
-723
810
$266K 0.01%
1,618
-156
811
$265K 0.01%
18,101
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812
$265K 0.01%
14,000
813
$264K 0.01%
13,918
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814
$263K 0.01%
2,255
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815
$260K 0.01%
2,635
-165
816
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23,742
-7,265
817
$258K 0.01%
9,250
818
$257K 0.01%
7,379
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819
$256K 0.01%
469
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2,742
-408
821
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1,153
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$250K 0.01%
5,774
-30
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$250K 0.01%
3,915
-48,505
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$249K 0.01%
1,960
-27,912
825
$247K 0.01%
4,352
-17
31 32
33
34 35