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
901
$205K 0.01%
2,573
+84
902
$204K 0.01%
2,507
-530
903
$202K 0.01%
+8,501
904
$202K 0.01%
+7,396
905
$202K 0.01%
17,627
+5,846
906
$198K 0.01%
10,414
-1,127
907
$192K 0.01%
11,795
-1,352
908
$191K 0.01%
21,993
-324
909
$188K 0.01%
14,166
-79,145
910
$184K 0.01%
12,588
+63
911
$182K 0.01%
18,246
-2,000
912
$177K 0.01%
17,439
-4,225
913
$167K 0.01%
58,368
914
$167K 0.01%
+23,957
915
$165K ﹤0.01%
83,179
-812
916
$163K ﹤0.01%
16,592
-2,337
917
$158K ﹤0.01%
39,398
-3,540
918
$158K ﹤0.01%
16,103
+749
919
$156K ﹤0.01%
12,655
-81
920
$151K ﹤0.01%
+10,249
921
$145K ﹤0.01%
15,323
922
$141K ﹤0.01%
27,756
+2,476
923
$139K ﹤0.01%
10,280
+247
924
$130K ﹤0.01%
11,022
+2
925
$124K ﹤0.01%
10,457
-17,116
35 36
37
38 39