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
926
$114K ﹤0.01%
14,638
-94
927
$113K ﹤0.01%
11,900
928
$107K ﹤0.01%
10,814
-4,000
929
$104K ﹤0.01%
12,190
930
$94.2K ﹤0.01%
+31,500
931
$88K ﹤0.01%
10,696
-7,272
932
$79.4K ﹤0.01%
12,120
933
$74.9K ﹤0.01%
2,498
+612
934
$31.7K ﹤0.01%
+12,085
935
$25.8K ﹤0.01%
17,650
+2,650
936
$19.3K ﹤0.01%
10,707
937
$16.9K ﹤0.01%
11,000
938
$14.8K ﹤0.01%
+11,000
939
$14.5K ﹤0.01%
14,366
-360
940
$12.8K ﹤0.01%
+11,100
941
$4.83K ﹤0.01%
+11
942
$2.83K ﹤0.01%
24
+2
943
$535 ﹤0.01%
+50
944
– –
-6,972
945
– –
-2,436
946
– –
-19,478
947
– –
-28,633
948
– –
-60,702
949
– –
-4,077
950
– –
-2,590
36 37
38
39 40