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
251
$961K 0.09%
12,178
+5,502
252
$958K 0.09%
13,348
-5,066
253
$954K 0.09%
4,035
-180
254
$952K 0.09%
4,300
-1,413
255
$949K 0.09%
12,369
-6,595
256
$947K 0.09%
12,103
-1,759
257
$942K 0.09%
17,457
+1,044
258
$942K 0.09%
21,346
-20,825
259
$940K 0.09%
18,541
+12,675
260
$935K 0.09%
12,729
-6,184
261
$934K 0.09%
8,858
-6,905
262
$933K 0.09%
19,142
+4,769
263
$933K 0.09%
21,477
+10,106
264
$930K 0.08%
12,445
-2,433
265
$923K 0.08%
13,906
-80
266
$914K 0.08%
1,147
-96
267
$912K 0.08%
6,282
+428
268
$904K 0.08%
26,391
-63,378
269
$902K 0.08%
7,408
+1,685
270
$900K 0.08%
8,792
+18
271
$892K 0.08%
54,915
+384
272
$882K 0.08%
2,886
-229
273
$881K 0.08%
8,865
-5,641
274
$878K 0.08%
5,468
+1,501
275
$868K 0.08%
+20,534
9 10
11
12 13