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
76
$9.79M 0.29%
31,490
+4,115
77
$9.77M 0.29%
202,096
+55,880
78
$9.47M 0.28%
172,286
+26,121
79
$9.06M 0.27%
172,467
+74,175
80
$9.04M 0.27%
34,850
+7,716
81
$9.03M 0.27%
80,870
-24,010
82
$9.03M 0.27%
17,004
+1,591
83
$9.01M 0.27%
148,362
-188,538
84
$8.97M 0.27%
360,728
-47,574
85
$8.96M 0.27%
90,623
+40,099
86
$8.93M 0.27%
25,237
+477
87
$8.86M 0.26%
44,624
-21,868
88
$8.59M 0.26%
58,451
+53,240
89
$8.58M 0.26%
34,525
-214
90
$8.54M 0.25%
166,362
+101,010
91
$8.49M 0.25%
28,368
+7,503
92
$8.46M 0.25%
209,716
+71,534
93
$8.46M 0.25%
296,176
+18,017
94
$8.45M 0.25%
35,606
+159
95
$8.31M 0.25%
75,475
-3,746
96
$8.23M 0.25%
13,794
+842
97
$8.22M 0.25%
272,706
+112,274
98
$8.21M 0.25%
139,368
+21,030
99
$8.11M 0.24%
36,422
+663
100
$8.09M 0.24%
158,548
+142,746
2 3
4
5 6