KWM
Kingsview Wealth Management Portfolio holdings
AUM
$6.55B
1-Year Est. Return
14.8%
1 Year Est. Return
+14.8%
AUM
$5.91B
AUM Growth
+$599M
(+11%)
Holding
1,237
Top Buys
| 1 | +$61.9M | |
| 2 | +$39.4M | |
| 3 | +$37M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$31.6M |
| 5 |
Adobe
ADBE
|
+$31.2M |
Top Sells
| 1 | +$112M | |
| 2 | +$44M | |
| 3 | +$33.7M | |
| 4 |
Amazon
AMZN
|
+$33.6M |
| 5 |
Simon Property Group
SPG
|
+$28.3M |
Sector Composition
| 1 | Technology | 13.51% |
| 2 | Financials | 5.03% |
| 3 | Consumer Discretionary | 4.63% |
| 4 | Healthcare | 4.2% |
| 5 | Industrials | 3.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1226
Tecnoglass
TGLS
$2.4B
| – | – |
-43,807
|
|
||
1227
TEGNA Inc
TGNA
$3.13B
| – | – |
-143,313
|
|
||
1228
Tiptree Inc
TIPT
$696M
| – | – |
-11,929
|
|
||
1229
Texas Pacific Land
TPL
$20.2B
| – | – |
-555
|
|
||
1230
Tronox
TROX
$663M
| – | – |
-47,078
|
|
||
1231
UMB Financial
UMBF
$8.86B
| – | – |
-1,982
|
|
||
1232
Upbound Group
UPBD
$1.02B
| – | – |
-15,271
|
|
||
1233
Vanguard Energy ETF
VDE
$7.08B
| – | – |
-1,708
|
|
||
1234
Village Super Market
VLGEA
$526M
| – | – |
-9,391
|
|
||
1235
Vanguard S&P 500 Growth ETF
VOOG
$21.7B
| – | – |
-959
|
|
||
1236
Wendy's
WEN
$1.58B
| – | – |
-24,700
|
|
||
|
SEI
1237
Solaris Energy Infrastructure
SEI
$2.25B
| – | – |
-93,849
|
|