KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$12M
3
+$8.46M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.13M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.78M

Top Sells

1
+$20.8M
2
+$14.4M
3
+$14M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
AAPL icon
Apple
AAPL
+$12.5M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.1M 0.08%
3,213
-303
252
$1.08M 0.08%
22,070
+6,506
253
$1.08M 0.08%
22,824
+8,320
254
$1.08M 0.08%
5,015
+2,288
255
$1.08M 0.08%
10,191
+1,530
256
$1.07M 0.08%
+27,112
257
$1.07M 0.08%
8,510
-80
258
$1.07M 0.08%
3,973
-8,305
259
$1.07M 0.08%
38,355
+23,328
260
$1.06M 0.08%
5,798
-4,115
261
$1.06M 0.08%
25,601
+4,742
262
$1.05M 0.08%
20,294
+13,971
263
$1.05M 0.08%
2,102
+1,193
264
$1.04M 0.08%
14,878
+7,174
265
$1.04M 0.08%
11,922
-24,749
266
$1.04M 0.08%
10,942
+4,863
267
$1.03M 0.08%
20,217
-708
268
$1.01M 0.08%
20,641
+10,251
269
$1.01M 0.08%
44,198
-96,654
270
$1.01M 0.08%
7,305
+412
271
$1M 0.08%
22,361
-10,682
272
$989K 0.07%
6,806
+2,923
273
$984K 0.07%
7,969
+2,517
274
$983K 0.07%
+42,260
275
$982K 0.07%
24,937
-23,413
9 10
11
12 13