KWM
Kingsview Wealth Management Portfolio holdings
AUM
$5.91B
1-Year Return
15.25%
This Quarter Return
+10.29%
1 Year Return
+15.25%
3 Year Return
+59.59%
5 Year Return
+102.09%
10 Year Return
–
AUM
$3.35B
AUM Growth
+$566M
(+20%)
Cap. Flow
+$300M
Cap. Flow
% of AUM
8.95%
Top 10 Holdings %
Top 10 Hldgs %
21.55%
Holding
1,038
New
110
Increased
358
Reduced
438
Closed
94
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$27.4M |
| 2 |
Monarch ProCap Index ETF
MPRO
|
$23M |
| 3 |
Costco
COST
|
$18.4M |
| 4 |
Monarch Blue Chips Core Index ETF
MBCC
|
$18.3M |
| 5 |
Merck
MRK
|
$17.1M |
Top Sells
| 1 |
Walt Disney
DIS
|
$14.5M |
| 2 |
NextEra Energy, Inc.
NEE
|
$11.5M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$8.44M |
| 4 |
MillerKnoll
MLKN
|
$7.89M |
| 5 |
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% |
