KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$378M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$17M
3
+$15.1M
4
MBCC icon
Monarch Blue Chips Core Index ETF
MBCC
+$15M
5
NVDA icon
NVIDIA
NVDA
+$8.61M

Top Sells

1
+$10M
2
+$6.47M
3
+$6.07M
4
COST icon
Costco
COST
+$4.94M
5
GLD icon
SPDR Gold Trust
GLD
+$4.15M

Sector Composition

1 Technology 13.65%
2 Financials 7.58%
3 Consumer Discretionary 7.48%
4 Healthcare 6.82%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.04M 0.29%
98,709
+44,853
77
$5.03M 0.29%
86,284
-5,798
78
$4.93M 0.28%
45,547
-1,864
79
$4.88M 0.28%
18,678
+5,602
80
$4.83M 0.27%
92,041
+16,216
81
$4.82M 0.27%
12,997
-4,031
82
$4.78M 0.27%
54,767
-2,244
83
$4.69M 0.27%
54,217
+557
84
$4.63M 0.26%
16,262
-2,311
85
$4.61M 0.26%
87,350
+6,365
86
$4.56M 0.26%
33,069
-381
87
$4.54M 0.26%
79,111
+3,546
88
$4.52M 0.26%
126,125
-60,794
89
$4.47M 0.25%
135,709
-3,851
90
$4.42M 0.25%
32,955
-1,433
91
$4.42M 0.25%
50,707
+25,710
92
$4.39M 0.25%
59,636
+571
93
$4.32M 0.25%
46,334
+1,134
94
$4.28M 0.24%
11,774
+4,011
95
$4.21M 0.24%
106,718
+12,865
96
$4.21M 0.24%
11,466
+2,799
97
$4.19M 0.24%
20,880
-710
98
$4.19M 0.24%
50,572
-5,531
99
$4.18M 0.24%
37,974
-3,520
100
$4.07M 0.23%
18,483
+2,254
2 3
4
5 6