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
126
$3.26M 0.19%
58,346
+2,165
127
$3.21M 0.18%
32,538
+12,138
128
$3.15M 0.18%
31,647
+11,472
129
$3.1M 0.18%
+89,870
130
$3.01M 0.17%
61,963
-130
131
$3.01M 0.17%
34,866
-5,038
132
$3M 0.17%
66,456
-11,304
133
$2.98M 0.17%
22,937
+8,611
134
$2.95M 0.17%
5,811
+961
135
$2.92M 0.17%
46,391
-18,286
136
$2.91M 0.17%
32,828
+3,951
137
$2.9M 0.16%
8,166
-13,930
138
$2.87M 0.16%
13,114
+1,797
139
$2.87M 0.16%
15,849
+227
140
$2.85M 0.16%
16,075
-368
141
$2.76M 0.16%
76,002
-11,823
142
$2.75M 0.16%
13,084
+5,947
143
$2.71M 0.15%
49,732
+22,896
144
$2.69M 0.15%
50,887
-4,852
145
$2.67M 0.15%
37,585
-9,492
146
$2.67M 0.15%
55,634
+13,609
147
$2.66M 0.15%
38,168
-23,916
148
$2.64M 0.15%
11,805
-178
149
$2.6M 0.15%
11,330
+6,949
150
$2.59M 0.15%
31,176
+677
4 5
6
7 8