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
876
$217K 0.01%
8,483
-5,125
877
$217K 0.01%
8,640
+95
878
$217K 0.01%
3,052
-33
879
$217K 0.01%
2,672
-141
880
$216K 0.01%
1,480
-230
881
$215K 0.01%
8,881
-6,337
882
$214K 0.01%
5,029
-573
883
$213K 0.01%
+7,853
884
$212K 0.01%
+1,399
885
$212K 0.01%
+1,558
886
$211K 0.01%
+4,452
887
$211K 0.01%
3,461
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888
$211K 0.01%
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889
$209K 0.01%
1,710
-2,597
890
$207K 0.01%
32,699
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891
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892
$207K 0.01%
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893
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894
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895
$206K 0.01%
5,337
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896
$206K 0.01%
1,989
-500
897
$206K 0.01%
2,846
+22
898
$205K 0.01%
+3,514
899
$205K 0.01%
+2,951
900
$205K 0.01%
+6,499
34 35
36
37 38