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
151
$2.57M 0.15%
36,623
+9,359
152
$2.57M 0.15%
66,859
+8,289
153
$2.55M 0.14%
48,571
+294
154
$2.53M 0.14%
34,649
+4,819
155
$2.52M 0.14%
+112,056
156
$2.51M 0.14%
22,949
+16,992
157
$2.5M 0.14%
92,546
-1,742
158
$2.48M 0.14%
22,477
+1,312
159
$2.45M 0.14%
32,906
+1,781
160
$2.45M 0.14%
110,586
+9,261
161
$2.39M 0.14%
46,668
+4,759
162
$2.38M 0.14%
16,031
163
$2.36M 0.13%
18,826
+17,154
164
$2.36M 0.13%
7,728
+1,703
165
$2.35M 0.13%
38,220
+2,759
166
$2.33M 0.13%
25,239
167
$2.31M 0.13%
15,179
+6,898
168
$2.29M 0.13%
3,800
+1,659
169
$2.28M 0.13%
15,945
+189
170
$2.27M 0.13%
23,553
-5,098
171
$2.25M 0.13%
45,228
+8,444
172
$2.22M 0.13%
8,194
+208
173
$2.22M 0.13%
33,720
+11,140
174
$2.2M 0.13%
26,294
-124
175
$2.2M 0.12%
7,890
-3,783
5 6
7
8 9