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
176
$2.19M 0.12%
21,116
+2,789
177
$2.18M 0.12%
22,638
-7,254
178
$2.15M 0.12%
49,716
+13,317
179
$2.13M 0.12%
28,464
+5,607
180
$2.12M 0.12%
8,592
+1,657
181
$2.12M 0.12%
41,703
+128
182
$2.12M 0.12%
77,520
+42,170
183
$2.11M 0.12%
21,268
+1,816
184
$2.1M 0.12%
28,618
+1,340
185
$2.1M 0.12%
+65,981
186
$2.09M 0.12%
28,169
-9,441
187
$2.06M 0.12%
29,792
+9,555
188
$2.04M 0.12%
28,473
-5,425
189
$2.04M 0.12%
31,840
+5,860
190
$2.03M 0.12%
17,074
-19,807
191
$2.01M 0.11%
60,050
-1,330
192
$2M 0.11%
147,303
+19,924
193
$1.98M 0.11%
11,280
-912
194
$1.97M 0.11%
6,024
-55
195
$1.97M 0.11%
32,357
+11,898
196
$1.97M 0.11%
38,550
+17,861
197
$1.96M 0.11%
28,268
-8,508
198
$1.95M 0.11%
12,342
+4,744
199
$1.94M 0.11%
63,236
+9,762
200
$1.93M 0.11%
+37,809
6 7
8
9 10