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
101
$8.06M 0.24%
70,713
+1,421
102
$7.99M 0.24%
84,333
+1,250
103
$7.87M 0.24%
89,273
+2,392
104
$7.8M 0.23%
77,304
+11,722
105
$7.79M 0.23%
86,418
+26,337
106
$7.75M 0.23%
138,921
+39,688
107
$7.7M 0.23%
68,503
+24,160
108
$7.66M 0.23%
16,894
+1,515
109
$7.64M 0.23%
26,456
+7,830
110
$7.6M 0.23%
51,276
+1,587
111
$7.5M 0.22%
216,081
+70,501
112
$7.5M 0.22%
62,933
-21,310
113
$7.42M 0.22%
68,527
+1,782
114
$7.4M 0.22%
84,221
+26,917
115
$7.39M 0.22%
45,350
+13,606
116
$7.31M 0.22%
38,251
-2,378
117
$7.31M 0.22%
33,868
-2,112
118
$7.3M 0.22%
159,690
+153,625
119
$7.3M 0.22%
15,476
+2,929
120
$7.26M 0.22%
193,041
+24,276
121
$7.24M 0.22%
34,514
+6,843
122
$7.22M 0.22%
326,089
+96,619
123
$7.21M 0.22%
117,913
+41,044
124
$7.15M 0.21%
122,985
+40,300
125
$7M 0.21%
126,375
-36,185
3 4
5
6 7