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
201
$3.11M 0.09%
27,853
+612
202
$3.1M 0.09%
8,830
-10,133
203
$3.07M 0.09%
138,610
+33,535
204
$3.05M 0.09%
39,086
+5,634
205
$3.03M 0.09%
28,232
-1,198
206
$3.03M 0.09%
20,528
+958
207
$3.03M 0.09%
74,587
-59,226
208
$2.98M 0.09%
39,610
+2,353
209
$2.97M 0.09%
+141,789
210
$2.94M 0.09%
84,262
-1,369
211
$2.91M 0.09%
38,476
-1,780
212
$2.89M 0.09%
33,005
+17,464
213
$2.88M 0.09%
24,814
-674
214
$2.88M 0.09%
85,461
-29,327
215
$2.86M 0.09%
34,192
-2,498
216
$2.86M 0.09%
19,371
-10,182
217
$2.82M 0.08%
41,364
+10,589
218
$2.82M 0.08%
97,837
-12,132
219
$2.82M 0.08%
8,994
-61
220
$2.77M 0.08%
54,286
+14,280
221
$2.74M 0.08%
+107,148
222
$2.73M 0.08%
40,229
+5,137
223
$2.7M 0.08%
17,414
-447
224
$2.69M 0.08%
27,737
-5,389
225
$2.69M 0.08%
18,126
-1,080
7 8
9
10 11