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
851
$231K 0.01%
1,883
-9,166
852
$230K 0.01%
6,186
-1,596
853
$230K 0.01%
100,000
-8,000
854
$229K 0.01%
1,661
-196
855
$229K 0.01%
+2,484
856
$228K 0.01%
12,729
+102
857
$228K 0.01%
3,719
-5,050
858
$228K 0.01%
672
-136
859
$227K 0.01%
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860
$226K 0.01%
7,894
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861
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862
$226K 0.01%
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863
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864
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865
$223K 0.01%
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5,243
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11,726
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4,021
871
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2,466
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872
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873
$219K 0.01%
10,798
-2,833
874
$218K 0.01%
+2,558
875
$218K 0.01%
5,382
-123,393
33 34
35
36 37