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
$1.09B
AUM Growth
-$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$2.14M
3
+$1.84M
4
SPOT icon
Spotify
SPOT
+$1.61M
5
SJT
San Juan Basin Royalty Trust
SJT
+$1.54M

Top Sells

1
+$14.6M
2
+$13.9M
3
+$6.85M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$5.64M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.34M

Sector Composition

1 Technology 16.34%
2 Industrials 5.83%
3 Financials 5.59%
4 Consumer Discretionary 4.36%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.1M 0.1%
2,221
-23
227
$1.09M 0.1%
22,021
-8,716
228
$1.07M 0.1%
20,434
+140
229
$1.07M 0.1%
+14,549
230
$1.06M 0.1%
3,018
-195
231
$1.06M 0.1%
15,674
-6,687
232
$1.05M 0.1%
4,026
-374
233
$1.05M 0.1%
12,818
-550
234
$1.04M 0.1%
3,016
-249
235
$1.04M 0.1%
1,548
-561
236
$1.03M 0.09%
3,359
+877
237
$1.03M 0.09%
+6,418
238
$1.02M 0.09%
11,712
+699
239
$1.01M 0.09%
10,857
+1,983
240
$1.01M 0.09%
117,791
241
$1.01M 0.09%
9,692
-2,832
242
$1.01M 0.09%
36,001
-2,354
243
$1M 0.09%
45,750
-39,650
244
$996K 0.09%
3,200
-245
245
$996K 0.09%
26,238
-23,366
246
$991K 0.09%
20,300
-1,770
247
$980K 0.09%
10,817
+3,951
248
$970K 0.09%
48,383
+6,123
249
$968K 0.09%
7,371
-2,185
250
$963K 0.09%
5,118
+103
8 9
10
11 12