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
1
$65.8M 3.74%
535,140
+31,706
2
$47.8M 2.71%
197,097
+20,243
3
$46.6M 2.65%
+1,832,702
4
$42.1M 2.39%
266,440
+4,380
5
$37.6M 2.13%
21,948
-3,550
6
$37.1M 2.11%
114,332
+10,199
7
$34.9M 1.98%
257,733
+25,313
8
$22.3M 1.27%
145,305
+3,606
9
$22M 1.25%
193,048
+69,837
10
$17.5M 0.99%
56,814
-4,524
11
$17M 0.97%
+680,692
12
$15.7M 0.89%
311,856
-34,034
13
$15.3M 0.87%
140,896
+58,864
14
$15.1M 0.86%
536,358
+211,324
15
$15.1M 0.86%
92,495
+3,304
16
$15.1M 0.86%
+162,374
17
$15M 0.85%
+590,744
18
$14.8M 0.84%
1,073,360
+623,200
19
$14.5M 0.83%
58,671
+4,688
20
$14.3M 0.81%
109,226
+3,827
21
$14.1M 0.8%
449,533
+4,377
22
$14M 0.8%
206,192
-20,816
23
$13.8M 0.79%
46,306
+4,698
24
$13.6M 0.77%
170,814
-21,898
25
$13.4M 0.76%
125,800
+15,100
1
2 3 4 5