KWM
Kingsview Wealth Management Portfolio holdings
AUM
$6.55B
1-Year Est. Return
14.8%
1 Year Est. Return
+14.8%
AUM
$6.55B
AUM Growth
+$641M
(+11%)
Holding
1,310
Top Buys
| 1 | +$52.2M | |
| 2 | +$47.1M | |
| 3 | +$45.4M | |
| 4 |
Booking.com
BKNG
|
+$41M |
| 5 |
Microsoft
MSFT
|
+$40.6M |
Top Sells
| 1 | +$47.4M | |
| 2 | +$45.9M | |
| 3 | +$40.3M | |
| 4 |
Walmart
WMT
|
+$39.8M |
| 5 |
Danaher
DHR
|
+$31.4M |
Sector Composition
| 1 | Technology | 14.18% |
| 2 | Consumer Discretionary | 4.76% |
| 3 | Financials | 4.62% |
| 4 | Industrials | 3.88% |
| 5 | Healthcare | 3.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1301
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$165M
| – | – |
-11,089
|
|
||
1302
Thomson Reuters
TRI
$59.7B
| – | – |
-1,277
|
|
||
1303
UFP Industries
UFPI
$5.4B
| – | – |
-9,010
|
|
||
1304
Ubiquiti
UI
$34.1B
| – | – |
-8,256
|
|
||
1305
Vanguard Short-Term Treasury ETF
VGSH
$24.7B
| – | – |
-3,748
|
|
||
1306
Viper Energy
VNOM
$6.7B
| – | – |
-13,256
|
|
||
1307
Invesco Variable Rate Investment Grade ETF
VRIG
$1.29B
| – | – |
-8,682
|
|
||
1308
Viatris
VTRS
$12.5B
| – | – |
-51,568
|
|
||
1309
Vanguard Ultra-Short Bond ETF
VUSB
$6.05B
| – | – |
-9,613
|
|
||
1310
Wingstop
WING
$7.46B
| – | – |
-1,081
|
|