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
201
$1.91M 0.11%
11,489
+4,791
202
$1.91M 0.11%
+14,122
203
$1.88M 0.11%
29,632
-8,448
204
$1.86M 0.11%
24,691
-1,324
205
$1.84M 0.1%
16,496
+1,918
206
$1.83M 0.1%
+163,044
207
$1.82M 0.1%
9,625
-360
208
$1.82M 0.1%
36,266
+1,299
209
$1.81M 0.1%
72,067
210
$1.81M 0.1%
10,289
+8,154
211
$1.81M 0.1%
53,530
-18,918
212
$1.79M 0.1%
+116,263
213
$1.78M 0.1%
7,958
-1,272
214
$1.76M 0.1%
27,972
+138
215
$1.72M 0.1%
61,122
+17,483
216
$1.72M 0.1%
33,883
+18,132
217
$1.71M 0.1%
+36,572
218
$1.71M 0.1%
214,847
+58,262
219
$1.71M 0.1%
23,402
+1,829
220
$1.71M 0.1%
10,610
+1,835
221
$1.7M 0.1%
52,859
+11,261
222
$1.7M 0.1%
38,536
+14,546
223
$1.68M 0.1%
12,295
-3,040
224
$1.68M 0.1%
5,053
+491
225
$1.68M 0.1%
+16,302