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
$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
1
$102M 3.04%
528,124
-7,031
2
$101M 3.03%
3,775,918
+858,774
3
$83.5M 2.49%
793,130
+259,918
4
$83M 2.48%
835,947
+155,901
5
$73.2M 2.19%
194,644
+871
6
$64.3M 1.92%
2,881,598
+691,835
7
$63.1M 1.89%
2,178,730
+630,246
8
$62.1M 1.86%
408,875
+25,640
9
$49.1M 1.47%
991,790
+117,490
10
$40.3M 1.2%
98,503
+561
11
$39.1M 1.17%
203,248
-1,466
12
$38M 1.14%
641,084
+183,663
13
$38M 1.13%
516,400
+146,975
14
$37.2M 1.11%
1,302,512
+393,180
15
$31.4M 0.94%
783,312
+292,671
16
$29.7M 0.89%
409,314
+16,142
17
$29M 0.86%
274,609
+44,784
18
$28.7M 0.86%
49,210
+6,895
19
$27.9M 0.83%
204,736
+8,161
20
$27M 0.81%
40,958
+27,800
21
$26.8M 0.8%
102,862
+14,463
22
$26.2M 0.78%
240,523
+156,563
23
$25.4M 0.76%
389,957
+96,168
24
$23.1M 0.69%
575,396
-14,294
25
$22.6M 0.67%
313,100
+7,596
1
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