KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $1.65B
1-Year Est. Return 27.25%
This Quarter Est. Return
1 Year Est. Return
+27.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.11M
3
+$7.79M
4
VTV icon
Vanguard Value ETF
VTV
+$6.68M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$6.55M

Top Sells

1
+$3.78M
2
+$3.59M
3
+$3.5M
4
XVOL icon
Acruence Active Hedge US Equity ETF
XVOL
+$2.2M
5
NVDA icon
NVIDIA
NVDA
+$1.09M

Sector Composition

1 Technology 16.34%
2 Industrials 5.47%
3 Financials 5.1%
4 Consumer Discretionary 4.43%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.23T
$64.6M 3.91%
253,776
+35,764
SPY icon
2
SPDR S&P 500 ETF Trust
SPY
$700B
$52.2M 3.16%
78,372
+5,230
NVDA icon
3
NVIDIA
NVDA
$4.4T
$49.4M 2.99%
264,746
-5,859
MSFT icon
4
Microsoft
MSFT
$3.57T
$36.8M 2.22%
70,992
+11,797
SCHG icon
5
Schwab US Large-Cap Growth ETF
SCHG
$52.6B
$33.8M 2.05%
1,060,720
+244,102
QQQ icon
6
Invesco QQQ Trust
QQQ
$407B
$33.1M 2%
55,125
+8,823
AMZN icon
7
Amazon
AMZN
$2.49T
$27.7M 1.68%
126,161
+22,724
VOO icon
8
Vanguard S&P 500 ETF
VOO
$802B
$27.2M 1.65%
44,402
+6,693
GBTC icon
9
Grayscale Bitcoin Trust
GBTC
$37B
$25.6M 1.55%
284,948
+2,693
IVV icon
10
iShares Core S&P 500 ETF
IVV
$733B
$21.4M 1.3%
32,006
+3,138
FPE icon
11
First Trust Preferred Securities and Income ETF
FPE
$6.28B
$21.4M 1.29%
1,171,723
+358,876
AVGO icon
12
Broadcom
AVGO
$1.77T
$18.9M 1.14%
57,236
+831
VTV icon
13
Vanguard Value ETF
VTV
$153B
$16M 0.97%
85,852
+35,803
META icon
14
Meta Platforms (Facebook)
META
$1.62T
$15.4M 0.93%
20,971
+2,221
SSO icon
15
ProShares Ultra S&P500
SSO
$7.25B
$14.9M 0.9%
265,716
+23,888
GOOGL icon
16
Alphabet (Google) Class A
GOOGL
$3.86T
$14.9M 0.9%
61,123
+3,541
JPM icon
17
JPMorgan Chase
JPM
$843B
$13.9M 0.84%
43,951
+13,952
MSTR icon
18
Strategy Inc
MSTR
$53B
$13.2M 0.8%
41,017
+3,403
TSLA icon
19
Tesla
TSLA
$1.47T
$12.9M 0.78%
29,052
+1,390
BITX icon
20
2x Bitcoin Strategy ETF
BITX
$1.64B
$12.7M 0.77%
231,350
-65,104
LAMR icon
21
Lamar Advertising Co
LAMR
$13.3B
$12M 0.73%
+98,054
GOOG icon
22
Alphabet (Google) Class C
GOOG
$3.87T
$11.2M 0.68%
45,966
+12,489
PLTR icon
23
Palantir
PLTR
$414B
$10.8M 0.65%
59,211
+6,535
CAT icon
24
Caterpillar
CAT
$273B
$10.6M 0.64%
22,202
+2,487
VGT icon
25
Vanguard Information Technology ETF
VGT
$114B
$10.5M 0.64%
14,073
+5,213
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