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
– –
-23,875
1002
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-8,550
1003
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-8,796
1004
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-11,848
1005
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-9,970
1006
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-20,705
1007
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-1,783
1008
– –
-4,981
1009
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-42,322
1010
– –
-109,426
1011
– –
-7,621
1012
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-7,586
1013
– –
-10,442
1014
– –
-9,106
1015
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-9,786
1016
– –
-20,407
1017
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-33,242
1018
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-1,142
1019
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-10,492
1020
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-1,984
1021
– –
-10,100
1022
– –
-4,471
1023
– –
-1,219
1024
– –
0
1025
– –
-97,852
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