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
$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
826
– –
-10,557
827
– –
-24,040
828
– –
-31,442
829
– –
-20,058
830
– –
-8,047
831
– –
-10,744
832
– –
-16,160
833
– –
-32,883
834
– –
-29,979
835
– –
-7,372
836
– –
-29,726
837
– –
-17,871
838
– –
-37,674
839
– –
-2,151
840
– –
-30,334
841
– –
-8,359
842
– –
-11,139
843
– –
-7,136
844
– –
-5,037
845
– –
-4,930
846
– –
-1,343
847
– –
-15,028
848
– –
-116,642
849
– –
-5,400
850
– –
-26,911
32 33
34
35 36