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
826
$246K 0.01%
4,263
-461
827
$246K 0.01%
11,682
-2,537
828
$245K 0.01%
896
-42
829
$244K 0.01%
19,176
-69
830
$244K 0.01%
+3,213
831
$242K 0.01%
2,689
-95
832
$242K 0.01%
95,045
-200
833
$242K 0.01%
1,916
-232
834
$242K 0.01%
+1,220
835
$239K 0.01%
2,005
+110
836
$238K 0.01%
+9,858
837
$238K 0.01%
+2,052
838
$237K 0.01%
+2,721
839
$237K 0.01%
8,746
+77
840
$237K 0.01%
1,487
-73
841
$236K 0.01%
3,499
-1,576
842
$236K 0.01%
11,561
+1,124
843
$236K 0.01%
7,362
-510
844
$235K 0.01%
7,313
-846
845
$235K 0.01%
10,008
-18,295
846
$234K 0.01%
2,266
-378
847
$233K 0.01%
10,382
-164
848
$233K 0.01%
14,045
-239,183
849
$232K 0.01%
27,473
+863
850
$231K 0.01%
5,980
+120
32 33
34
35 36