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
1001
– –
-11,914
1002
– –
-10,855
1003
– –
-3,119
1004
– –
-7,844
1005
– –
-11,546
1006
– –
-10,518
1007
– –
-97,852
1008
– –
-5,169
1009
– –
-13,104
1010
– –
-13,597
1011
– –
-75,775
1012
– –
-4,745
1013
– –
-32,003
1014
– –
-6,567
1015
– –
-31,406
1016
– –
-2,458
1017
– –
-35,472
1018
– –
-52,048
1019
– –
-23,875
1020
– –
-8,550
1021
– –
-8,796
1022
– –
-11,848
1023
– –
-9,970
1024
– –
-20,705
1025
– –
-1,783
38 39 40
41
42