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
151
$5.15M 0.15%
71,340
+13,897
152
$5.13M 0.15%
247,312
+7,336
153
$5.12M 0.15%
190,257
+34,254
154
$5.02M 0.15%
26,127
+2,985
155
$5.01M 0.15%
37,595
-177
156
$4.99M 0.15%
43,613
-293
157
$4.98M 0.15%
114,986
-2,136
158
$4.82M 0.14%
95,919
-24,757
159
$4.79M 0.14%
44,214
-21,894
160
$4.77M 0.14%
9,861
+81
161
$4.73M 0.14%
19,632
+1,090
162
$4.66M 0.14%
31,169
-6,766
163
$4.53M 0.14%
172,618
+142,846
164
$4.51M 0.13%
93,492
+20,847
165
$4.44M 0.13%
47,373
-2,076
166
$4.42M 0.13%
84,390
+6,215
167
$4.39M 0.13%
9,378
+149
168
$4.37M 0.13%
173,912
+7,614
169
$4.23M 0.13%
14,119
-34
170
$4.04M 0.12%
107,261
+4,023
171
$3.99M 0.12%
147,826
+31,102
172
$3.97M 0.12%
43,924
-161,103
173
$3.93M 0.12%
46,689
-71
174
$3.91M 0.12%
20,529
+7,244
175
$3.81M 0.11%
16,490
-3,076
5 6
7
8 9