KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.11B
1-Year Est. Return 27.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.18%
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
+$12.2M
2
+$8.08M
3
+$7.44M
4
VTV icon
Vanguard Value ETF
VTV
+$6.48M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$6.48M

Top Sells

1
+$3.81M
2
+$3.37M
3
+$2.51M
4
XVOL
Acruence Active Hedge US Equity ETF
XVOL
+$2.2M
5
NVDA icon
NVIDIA
NVDA
+$1.02M

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
226
$1.53M 0.09%
5,302
-196
227
$1.52M 0.09%
59,840
+4,704
228
$1.5M 0.09%
20,652
+474
229
$1.49M 0.09%
15,115
+109
230
$1.48M 0.09%
41,225
+5,839
231
$1.47M 0.09%
7,218
+22
232
$1.47M 0.09%
7,037
+3,025
233
$1.46M 0.09%
22,731
+12,271
234
$1.46M 0.09%
88,685
+10,000
235
$1.45M 0.09%
12,631
+1,021
236
$1.44M 0.09%
14,323
+5,768
237
$1.43M 0.09%
31,565
+15,826
238
$1.43M 0.09%
40,891
+2,700
239
$1.43M 0.09%
66,247
+6,729
240
$1.43M 0.09%
33,696
-136
241
$1.43M 0.09%
5,495
+2,336
242
$1.42M 0.09%
78,375
243
$1.42M 0.09%
7,715
+1,395
244
$1.41M 0.09%
12,494
+8,370
245
$1.4M 0.08%
30,040
+3,196
246
$1.4M 0.08%
16,725
+2,357
247
$1.4M 0.08%
11,568
-350
248
$1.38M 0.08%
48,904
+5,494
249
$1.38M 0.08%
35,060
-540
250
$1.37M 0.08%
23,104
+2,680
8 9
10
11 12