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
101
$4.05M 0.23%
7,507
+2,429
102
$4.02M 0.23%
101,961
+10,952
103
$3.98M 0.23%
42,828
+32,182
104
$3.96M 0.23%
15,346
+868
105
$3.96M 0.22%
16,480
+2,618
106
$3.87M 0.22%
20,436
-5,220
107
$3.83M 0.22%
83,783
+19,683
108
$3.78M 0.21%
33,326
+10,164
109
$3.72M 0.21%
56,396
+10,928
110
$3.69M 0.21%
61,605
+10,829
111
$3.68M 0.21%
44,775
+3,084
112
$3.63M 0.21%
74,386
+4,959
113
$3.63M 0.21%
43,019
+24,558
114
$3.57M 0.2%
75,090
+840
115
$3.55M 0.2%
14,605
-47
116
$3.54M 0.2%
89,423
+14,585
117
$3.53M 0.2%
56,117
-2,004
118
$3.49M 0.2%
+157,236
119
$3.47M 0.2%
210,024
-18,528
120
$3.39M 0.19%
53,001
+18,464
121
$3.38M 0.19%
18,251
+7,044
122
$3.36M 0.19%
9,174
+4,012
123
$3.28M 0.19%
35,936
+15,676
124
$3.27M 0.19%
27,950
+10,496
125
$3.26M 0.19%
28,200
+6,770
3 4
5
6 7