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
176
$3.75M 0.11%
18,696
+2,107
177
$3.71M 0.11%
22,687
+133
178
$3.68M 0.11%
71,302
-10,250
179
$3.67M 0.11%
67,520
+18,166
180
$3.67M 0.11%
218,442
+2,871
181
$3.6M 0.11%
12,185
-1,483
182
$3.6M 0.11%
20,531
-237
183
$3.59M 0.11%
15,441
+1,289
184
$3.57M 0.11%
19,071
-639
185
$3.57M 0.11%
56,682
+15,718
186
$3.56M 0.11%
70,381
-2,844
187
$3.54M 0.11%
21,434
+4,403
188
$3.45M 0.1%
68,626
-7,500
189
$3.42M 0.1%
98,271
+688
190
$3.42M 0.1%
59,583
+3,239
191
$3.42M 0.1%
65,787
+10,100
192
$3.29M 0.1%
+100,820
193
$3.28M 0.1%
43,848
+39,600
194
$3.28M 0.1%
+183,751
195
$3.26M 0.1%
44,274
+178
196
$3.23M 0.1%
91,172
+4,223
197
$3.19M 0.1%
111,374
-18,416
198
$3.17M 0.09%
43,260
-799
199
$3.15M 0.09%
65,824
-63,003
200
$3.13M 0.09%
63,669
-10,411
6 7
8
9 10