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
126
$6.87M 0.21%
72,280
+24,730
127
$6.57M 0.2%
38,561
-586
128
$6.46M 0.19%
27,730
+698
129
$6.32M 0.19%
79,000
-21,044
130
$6.26M 0.19%
11,886
-1,392
131
$6.21M 0.19%
281,303
+1,089
132
$6.05M 0.18%
62,197
+11,413
133
$6.04M 0.18%
22,054
-252
134
$5.98M 0.18%
289,698
-3,777
135
$5.94M 0.18%
118,100
+4,963
136
$5.94M 0.18%
223,406
+32,260
137
$5.92M 0.18%
54,560
+5,954
138
$5.78M 0.17%
22,164
+3,061
139
$5.74M 0.17%
73,260
-32,910
140
$5.68M 0.17%
109,926
+15,342
141
$5.64M 0.17%
77,818
-3,182
142
$5.58M 0.17%
67,687
+11,552
143
$5.53M 0.17%
102,681
-10,042
144
$5.51M 0.16%
22,451
-941
145
$5.45M 0.16%
61,636
-1,046
146
$5.43M 0.16%
59,387
-1,343
147
$5.41M 0.16%
96,819
+20,280
148
$5.34M 0.16%
5,277
-70
149
$5.33M 0.16%
210,021
+59,217
150
$5.24M 0.16%
17,289
+2,506
4 5
6
7 8